Abbotstone Financial Solutions LLP

Robert helped my parents and I sort out my mums private pension. He patiently explained everything we needed to know and also helped us fill out the forms. All this in the comfort of my parents lounge. Which definitely made mum feel more comfortable as she had become quite anxious about dealing with it. Couldn’t recommend Robert enough.

We asked Robert if he could have a look at our Pensions for 2 reasons: 1. My Wife had been encouraged by her work financial adviser to amalgamate her pensions into one 2. To make sure we were on the right track for retirement or if we needed to make any changes now before it was too late. Robert’s advice saved us making a potential financial loss and gave us piece of mind for our future. We will be seeking his advice again soon.

I have worked with Robert for a few years now. I couldn't recommenced him strongly enough, in fact I have recommended him to multiple people! He is professional and personable. He really understood my needs and has helped me develop a portfolio to match that. We have multiple check ups a year to review where I am at and if we need to tweak anything. He knows his stuff and has helped me keep my long term in goals in mind rather than chasing short term gains. One of the best decisions I ever made was to speak to a financial advisor and I'm delighted that it was Robert!

I have used Robert at Abbotstone for investment advice since 2008. I have always found his advice to be reliable. He takes time to understand my requirements and has stopped me from making impetuous decisions. His charges are reasonable, adaptable and always clearly set out.

Abbotstone Financial Services was highly recommended by multiple people on a local FB page. These unprompted recommendations and the words ‘professional, understanding, knowledgable, approachable, responsive and patient’, coupled with ‘I didn’t feel pressurised’, prompted me to contact them. Robert called me back in a timely manner, his calmness encouraged me to arrange a F2F meeting to discuss finances and pension. I was very reticent to discuss as I’d previously been hit with a critical illness and discussing finances and pensions seemed so final! However Robert’s approach ensured I felt comfortable to do so. Robert was incredibly patient and always responded promptly to my multiple questions via email and phone. All very time consuming for him but I didn’t feel under any pressure to accept any proposals. Once I agreed to proceed the transaction flowed seamlessly and I was kept up to date with progress at every step. Subsequently I receive regular formal and informal updates which are very reassuring. Thank you!