Timothy Roberts

What were the circumstances that caused you to initially look for an adviser?

Looking at pension advice and consolidation.

How has Timothy Roberts helped you?

Tim gave an honest no frills approach, and advice was sound and personalised.

Have you seen the outcome you were hoping for?

I have.

What could they have done better?

I cannot offer advice on what to do better , but I would advise not to change what he is doing as it works well

What were the circumstances that caused you to initially look for an adviser?

I wanted to retire early and look at my options.

How has Timothy Roberts helped you?

He helped show me how I could retire.

Have you seen the outcome you were hoping for?

Yes.

What were the circumstances that caused you to initially look for an adviser?

I needed professional advice as I approach retirement age.

How has Timothy Roberts helped you?

By explaining all the different options available, some of which I had no idea existed e.g. deferring my state pension if I continue to work. It was all explained in terms I could follow without a lot of technical terminology. Always available for any questions I might have and also receive monthly communications.

Have you seen the outcome you were hoping for?

Very much so. So far very pleased with Tim's suggestions.

What could they have done better?

Nothing that comes to mind at this moment.

What were the circumstances that caused you to initially look for an adviser?

I sold a property and wanted advice on how to invest the income wisely.

How has Timothy Roberts helped you?

Tim took over review visits from Kevin and has always given open and impartial advice.

Have you seen the outcome you were hoping for?

My investments are spread over a range of products and over the years have shown growth.

What could they have done better?

Nothing, Tim is always approachable and promt with replies to any questions I may have.

What were the circumstances that caused you to initially look for an adviser?

Consolited two pension plans into investment.

How has Timothy Roberts helped you?

Listened to my needs and helped with options to suit.

Have you seen the outcome you were hoping for?

On a graph.

What could they have done better?

Tim was flexible in his approach and didn't give the hard sell