Robert's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 25 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 17 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 29 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 7 )
( 1 )
Review
by a verified client in London
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been using Robert's services for over 20 years , when it became obvious that success in my business warranted using an advisor.
How has Robert Payne helped you?
Good financial advise , very prompt service.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing comes to mind
Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transfer of pensions between employers
How has Robert Payne helped you?
He understands my personal investments well and the specific pensions and shares from my former employer
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and the need to find a home for my lump sum.
How has Robert Payne helped you?
Robert has taken a lot of trouble to understand my personal situation and the use to which my investments and savings would eventually be put.
Have you seen the outcome you were hoping for?
Yes. That 'eventuality' has now become a reality and the funds are there to meet the expenses which are being incurred.
What could they have done better?
Not a lot!
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Robert Payne helped you?
Consolidated my pensions and ongoing management
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, also exceptional service
Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have used the services of an advisor for over 20years following a divorce and needing financial guidance to maximise income and future proof pension and retirement income.
How has Robert Payne helped you?
Regular discussions of my financial situation with guidance and advice for investments. I value the face to face meetings and discussions that help me understand risks and support decision planning . He is willing to answer questions and reiterate advice if I struggle to understand it initially.
Have you seen the outcome you were hoping for?
Yes- I am very content with the outcome of investments and financial planning in a way that spreads risk and maximises outcomes.
What could they have done better?
Nothing