We initially engaged Rob to provide some advice on income protection and mortgage insurance, but then recently expanded on a full review of our financial and retirement plans to ensure they were fit for purpose. Robert was a very good listener from the very beginning and took a lot of time to ensure he understood our situation and our needs. He's provided excellent and timely advice across all the various engagements we had, and patiently answered all the questions we had along the way. He's very recently carried out a review of our financial and retirement plans and the advice he's provided was extremely thorough and gave us actionable items that will soon bear fruit. He also very politely fielded all the questions we posed at him, actively challenged us on our previous, not optimal plans and helped us to reason critically on the different suggestions he made.

Robert has been fantastic. He, first of all, listened to me, helped me with a detailed review of my financial position, and worked with me to understand what I wanted to achieve while providing relevant and insightful information to help me decide what my actions should be. His advice has always been timely, very well qualified and above all relevant to my goals. Robert is constantly proactive, reaching out to me as things change to inform me of the potential impact on my portfolio and providing advice as to what actions I should take. Over the time I have worked with Robert I have had many questions which he has answered comprehensively and patiently as I have learned from him too.

How has Robert Skeens helped you? He was able to review my personal satiation and suggest options to help me move forward and plan for the future. Have you seen the outcome you were hoping for? Yes - very clear and helpful information and now have a confirmed plan for my retirement going forward What could they have done better? nothing - excellent services and also on time and clear advise

Robert reviewed and advised me on options of where to put the investment and continue paying into Despite the global economic downturn my pension fund has performed robustly and Rob has kept me informed while also being very helpful on other issues arising