I have known the partners of RMW for more than 20 years, and in that time they have helped in arranging funding for a business venture as well as providing me with sound help and advice on investments for my retirement years.
When that time came they were happy to spend time with my wife and I to look at how best we could make our money work for us, and with their expertise secured a far better pension income than we were expecting. When you no longer have a workplace salary, you are placed in an unknown position of how will we manage, we sat with them and discussed without any pressure the level of risk we were prepared to take, and despite constantly changing markets, we have seen a continual and satisfactory increase in our investments.
We receive regular updates and reports in an easy to understand format so that we know exactly how our finances are doing, and we fully trust their knowledge to make the necessary changes to ensure our investment is safe and continues to grow. We have recommended RMW to many of our friends who are looking to safeguard their retirement.
Mr G, Taverham, Norfolk
We have been very satisfied clients of Roberts Mackie Winstanley since 2012. We were anxious to avoid a large impersonal organisation to advise us on managing our finances, and have been very pleased with the excellent personal service provided by this locally-based firm. Most importantly for us, we always deal with the same advisor, Iain, who visits us in our home annually, or more often if the need arises. He is also very accessible at other times, by phone or email, providing very prompt (and patient!) responses to our sometimes naïve questions. He has helped us to adapt our investments in line with our own preferences of the type of activities in which we prefer to invest.
Regular written updates on the state of our investments are provided, and these are used as the basis for discussion in our meetings. Additionally, very clear explanations of the firm’s investment strategy are sent to us. We also gain great benefit from the concise and understandable analyses of financial markets and prospects for the UK and world economies, sent to us very promptly once an issue (such as Brexit) arises. We recommend them highly!
Mr & Mrs W, Southrepps, Norfolk
I have been a client with Roberts Mackie Winstanley for several years, and have found them to be highly professional, with a very client friendly approach. My financial plan was initiated with my IFA who asked many questions, followed by a long discussion as to my financial needs and aims. The eventual plan and investment strategy was carefully and thoroughly explained at a second consultation (at home).
My portfolio has continually shown a profit, thanks to that careful planning and advice. I have an annual review with my IFA, who again, visits and goes through the entire portfolio to discuss all key points and explain any changes or suggested alterations. I also have the opportunity to ask questions. It is a great comfort to me, as I live alone, knowing that my affairs are being continually monitored to take into account any changes taking place in the financial world, when I will receive prompt updates and action if this becomes necessary.
I have every trust in the company's ethics, and value highly the advice and level of accessibility offered. I have no hesitation in recommending them for sound financial planning and investment that is combined with a very friendly and personal client relationship.
Mrs G, North Walsham, Norfolk
RMW have guided us whilst saving at work through to retirement. I value their plain speaking realistic, relevant, and straight forward holistic advice. We feel secure having discussed at length the right level of caution and risk within investments. When investing within the RMW model portfolios I feel very comfortable that there is constant monitoring of investment performance and diversification. The RMW Technical bulletins issued after major global events are very informative, easy to understand and reassuring. The model portfolios being managed without my input create valuable time to allow RMW to help us plan for our future, and our children’s future whilst ensuring we maximise tax efficiency. The RMW backroom team are equally efficient and proactive which enhances the service package.
Mr & Mrs J, Loddon, Norfolk
Cy Joyner has been my financial adviser for the last 11 years. Throughout that time, I have been impressed with his conscientiousness and hardworking approach to looking after my financial affairs. I have also been struck by how assiduous he has been in keeping me fully informed all the time and ensuring that I understood what he told me. He has listened well to what I told him of my needs and his advice has been sound.
Mr S, Fakenham, North Norfolk
We were introduced to Cy Joyner by friends whose investments Cy had been looking after for many years, they had nothing but praise for his professional approach and hard work on their behalf. Cy has now been looking after our investments for the past six years and we too have nothing but praise for his hard work and straightforward approach to explaining the intricacies of the financial world to us in layman’s terms. We trust and value his opinion and have complete faith in his advice which we follow without hesitation.
Mrs P, Blakeney, North Norfolk
It is thanks to you and your investment skills that I am able to live a very comfortable retirement for the rest of my life. My warmest regards.
Mr M, Sheringham, North Norfolk
Thank you so much for your friendly patiently presented advice at meetings to discuss my financial affairs. The monthly income I continue to enjoy reflects the quality of your advice given so many years ago. My very best wishes to you.
Mr F, Taverham
I have always been so grateful for all your help and advice across the years – thank you so much.
Mrs R, Horsham St Faith, Norfolk
I was always thankful that [my friend] introduced us at the time of my late husband’s death, and I am still enjoying the benefits of that consultation.
Mrs W, Esher, Surrey