RBA Wealth Management

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Reviews

1. jonathan Marvin ★★★★★

   I have been a client of RBA for around 20 years and could not have chosen a better investment company. Most of those years I have been in the very safe hands of David Booth who has managed my investment portfolio in a very professional manner. He always takes time to give clear and reasoned advice as to how I should consider adding to my investments and this has proved extremely successful during these last turbulent years. There is never any sales pressure just pure investment advice given given in a friendly and professional manner. I know that my investments are in safe hands and would recommend David and RBA to anyone who needs good honest professional and friendly advice.

   almost 4 years ago
2. Matthew Munday ★★★★★

   I have been a client of RBA for around 20 years and they have served me very well indeed. For the last few years Sarah van Kouteran has been my consultant at RBA. She is very easy to work with, very well informed, very clear with her explanations and advice, and always goes the extra mile to answer any questions I have whether it be concerning investments, pensions or tax and retirement planning. There is never any sales pressure. I am very pleased with how my investments have panned out and even during the global pandemic I was pleasantly surprised to be still making gains. I would recommend RBA and Sarah without hesitation.

   almost 4 years ago
3. Ian Hancock ★★★★★

   We have worked with Andrew Hackney from RBA for about 20 years and we wouldn’t be in the secure financial position had it not been for his service, advice and recommendations. He is relaxed, friendly, and above all, trustworthy and honest about what he can and can’t do for you. I trust him implicitly as our financial advisor as he has never steered us wrong and we always seek his views on our financial decisions. The RBA team, as a whole, are excellent, very professional and supportive. I highly recommend RBA Wealth Management.

   almost 4 years ago

1. Annie Tyson ★★★★★

   The service RBA provides is exceptional. My family and I have found working with Andrew and Marnie an absolute delight. Not only do they provide excellent financial advice, Marnie has also just helped me to complete on my new home. As a first time buyer I was unsure of the process, or even where to start! Marnie helped me to buy the house providing expert service in such a friendly but professional manner, frankly she made the whole process easy for me! I could not ask for a better service and would highly recommend Marnie and RBA to anybody requiring wealth management. I look forward to many more years with RBA!

   almost 4 years ago
2. Kimber Baker ★★★★★

   Marnie from RBA was recommended to us by a colleague as we were looking for a mortgage advisor and I’m so glad we were as her service has been incredible throughout. She made a very stressful and confusing process so easy. She has gone above and beyond to help us get the right mortgage under really tricky circumstances as I work under fixed term contracts. Not only this but she worked so hard to get us an incredible rate which we are over the moon about and even worked out of hours for us when we needed a DIP to reserve a plot we had fell in love with. I would 100% recommend Marnie at RBA and would not go anywhere else as we found our experience with her invaluable!

   almost 4 years ago

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