Rachel's reviews
Reviewed for
Insurance and Protection ( 26 )
Mortgages ( 30 )
Pensions ( 23 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 4 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 3 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 3 )
£100k - £200k ( 3 )
Up to £50k ( 12 )
£50k - 100k ( 8 )
Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed life cover
How has Rachel Robb helped you?
She sorted life cover to cover a pension shortfall should I die
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Rachel:
Thank you Rich for leaving a lovely review, it's very much appreciated.Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed help with changing our mortgage provider
How has Rachel Robb helped you?
She helped us navigate our way through the complexities of the situation and never gave up on finding a solution to what we needed. She responded to all emails etc very efficiently and understood our needs completely
Have you seen the outcome you were hoping for?
Yes totally
What could they have done better?
Nothing - couldn't have asked for a better advisor
Rachel:
Thank you Richard for the lovely review, it has been a pleasure to work with you both.Review
by a verified client in Gloucestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Mortgage advice
How has Rachel Robb helped you?
Not only has Rachel helped with advising mortgage options, she also offered advice regarding insurance and critical care protection which I knew nothing about previously.
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing. Super friendly, approachable, excellent advice, trustworthy and hardworking.
Rachel:
Thank you Charly for your lovely review, it has been a pleasure to work with you.Review
by a verified client in Shropshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a mortgage - I'm in my early 60s so wanted expert advice.
How has Rachel Robb helped you?
Rachel has been so helpful. This was the first time I had a financial adviser and Rachel helped me consider things/factors now and for the future which really widened my options. Rachel was so very supportive and she also helped me look at related things like critical illness cover. Rachel is knowledgeable, patient and reliable. I can't fault Rachel and highly recommend her.
Have you seen the outcome you were hoping for?
Yes - I have a mortgage and just moved into my new home.
What could they have done better?
I really can't think of a thing
Rachel:
Thank you Sarah for the lovely review, it's very much appreciated.Review
by a verified client in Worcestershire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a property.
How has Rachel Robb helped you?
Was as helpful as could be, nothing was ever too much of an ask and went above and beyond to fit the needs i wanted.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Rachel:
Thank you Sam for the lovely review, it's very much appreciated.