Robert's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 39 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 20 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 35 )
Financial Mentoring ( 5 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 8 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in West Sussex
8 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Robert was our adviser when I was previously married and, after the divorce, Robert continued to work on my behalf
How has Robert Payne helped you?
Robert continues to give good and helpful advice and allays any worries I have that might crop up over the year. He is also very quick to respond to any emails I send.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
There is nothing that I feel Robert could do better for me, personally
Review
by a verified client in London
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My late husband had met Robert professionally and was very impressed by him. He was the obvious choice when we needed to organise our finances
How has Robert Payne helped you?
I know nothing about the best way to make my money work its hardest and Robert has guided me through it all, especially after my husband died.
Have you seen the outcome you were hoping for?
Yes. I trust Robert completely. He knows what my needs are and I have always been completely confident in following his advice
What could they have done better?
Nothing!
Review
by a verified client in Kent
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
long term financial planning
How has Robert Payne helped you?
savings/ pensions/ investment
Have you seen the outcome you were hoping for?
yes - on track at the moment
What could they have done better?
Maybe more regular informal contact (particularly when the markets seem volatile) just to maintain the relationship. We have a full annual review with a few ad hoc discussions during the year, usually which I initiate . Robert is always quick to respond to any queries which is appreciated
Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Robert has been advising me for years
How has Robert Payne helped you?
All financial matters
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Had a crystal ball for the future!
Review
by a verified client in Kent
2 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I required specialist financial advice in order to efficiently manage my pension
How has Robert Payne helped you?
Robert’s advice has been consistently first class throughout the time he has been my financial adviser.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
As stated above, Robert’s advice has been consistently first class throughout the time he has been my financial adviser. It is always clear and succinct. It could not have been any better.