Robin's reviews
Reviewed for
Insurance and Protection ( 9 )
Mortgages ( 9 )
Pensions ( 1 )
Retirement income (annuities, drawdown) ( 1 )
Reviewers' assets
Up to £50k ( 6 )
Review
by a verified client in Pembrokeshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Poor return on investments
How has Robin Davies helped you?
Gave professional advice and options going forward
Have you seen the outcome you were hoping for?
Already seen an improvement after a short period of time
Review
by a verified client in Pembrokeshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a mortgage and Robin was recommended to me
How has Robin Davies helped you?
Robin helps massively by taking all the hassle out of it for me
Have you seen the outcome you were hoping for?
Yes I have
What could they have done better?
Nothing really
Review
by a verified client in Carmarthenshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Early retirement and investment of lump sum
How has Robin Davies helped you?
He has visited numerous occasions to discuss our finances with sound advice.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Pembrokeshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted to buy a house and needed mortgage advice
How has Robin Davies helped you?
Helped me get the best mortgage suited to me, gave me advice on what I needed to do and helped with income protection insurance
Have you seen the outcome you were hoping for?
Yes, got a mortgage and therefore bought a house
Review
by a verified client in Pembrokeshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed a mortgage for BTL property
How has Robin Davies helped you?
Find suitable lender to meet our criteria
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing kept me informed all the way through