Reviewed for

Insurance and Protection ( 3 )

Pensions ( 13 )

Retirement income (annuities, drawdown) ( 11 )

Investments and Savings ( 25 )

Inheritance Planning ( 3 )

Long Term Care ( 1 )

Reviewers' assets

£200k - £500k ( 5 )

£100k - £200k ( 3 )

£50k - 100k ( 2 )

Up to £50k ( 6 )

Client reviews

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

I have several work pensions which I had never reviewed. I also did not understand what they were doing or what my options were having reached the age that I could start utilising them. I had no idea what I could or couldn't do.

How has Adrian Rooney helped you?

He explained in a way that I could understand, he did not bombard me with jargon. He was patient, answered all of my questions and made me feel at ease. I did not feel rushed or pressured into doing anything which gained my complete trust in him.

Have you seen the outcome you were hoping for?

Yes, I understand what I have, what my options are and I have taken his advice. I feel comfortable knowing he is looking after my interests.

What could they have done better?

In all honesty absolutely nothing. !

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

I wanted someone that I could trust, and explain things to me so I could understand

How has Adrian Rooney helped you?

Adrian transferred my pensions as they were not working very well for, he was extremely helpful, nothing was too much trouble.

Have you seen the outcome you were hoping for?

Yes, very pleased

What could they have done better?

Nothing

First impression from a user who is not yet a client

April, 2019

Overall

Please provide a brief comment about your experience with Adrian

This was always going to be an 'information gathering' phone call only. I've had to put 'no' on the question about charges as we didn't discuss them as we didn't need to. I would happily contact him again if I wanted face to face advice.

Adrian's reply

Thank you for your review, Julia. Please don't hesitate to contact me if I can be of further help. Regards, Adrian.

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

On taking early retirement I had a pension pot to invest wisely. I had known Adrian from his excellent service based with a well known bank.

How has Adrian Rooney helped you?

Came to me at my home for a free consultation and provided a thorough report and advice on investing for retirement. Has carried out annual reviews. He has always been available when required and has responded to any requests promptly.

Have you seen the outcome you were hoping for?

Yes ,I have.

What could they have done better?

Been able to provide more regular updates- via the financial company used - as to the performance of my investments and give me benchmark reassurance as to their performance against others ,e.g. % increase/decrease in value

Review from verified client

November, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

We needed advice on investing our savings for the future.

How has Adrian Rooney helped you?

Adrian reviewed our savings and investments and made suggestions based on our circumstances and potential future requirements.

Have you seen the outcome you were hoping for?

The investments are long term but generally seem to be performing reasonably.

What could they have done better?

Adrian is thorough and provides a bespoke service.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Investment.

How has Adrian Rooney helped you?

Gave sound advice and visited us at home which is most convenient.

Have you seen the outcome you were hoping for?

In some areas.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

We needed advice on how to invest money from sale of a property.

How has Adrian Rooney helped you?

Gave clear advice with options which were explained. Adrian was prepared to spend as much time as we needed to make investment decisions. We felt he gave a balanced, realistic analysis of the options available to us. He has responded promptly to anyt queries or requests that we have made.

Have you seen the outcome you were hoping for?

We have been clients for less than a year but at a 6 month review we were pleased with the state of our investments and agreed to some changes that Adrian recommended.

What could they have done better?

Nothing

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Leaving your hard earned savings with a bank or building society and expecting them to work hard for you is in my opinion a waste of time, you need an independent financial advisor to get the correct advice.

How has Adrian Rooney helped you?

Adrian has enabled my money to grow.

Have you seen the outcome you were hoping for?

Yes I've never been disappointed.

What could they have done better?

I've always been happy with Adrian's advice and Performance

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I wanted some help and advice about my work pension. After being made redundant I had my pension frozen. I then started a new part time job and didn't know whether to start another work pension or add to my original one.

How has Adrian Rooney helped you?

Adrian was very patient and helpful. He explained what my options were and also provided new investment information.

Have you seen the outcome you were hoping for?

I have now re-invested my money, but it is too early as yet to see the full outcome.

What could they have done better?

Nothing as yet.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

My wife & I were both about to retire, and needed advice on investing our 'final salary scheme' lump sums and a personal pension pot from a previous employment.

How has Adrian Rooney helped you?

Adrian took time to ensure that he understood our requirements - and hopes - for our retirement, as well as being sure he had a thorough knowledge of our attitudes to risk in respect of our savings. He then was able to assess the investment products available in order to recommend the best ones for us. A full report was produced and discussed before any decisions were made.

Have you seen the outcome you were hoping for?

We are more than pleased with the performance of the products Adrian recommended. He has monitored this performance and reported to us when changes to the spread of our investment was advisable and then acted accordingly. He is in regular contact with us about general financial matters, as well as an annual review of the investment.

What could they have done better?

I cannot think of anything that Adrian might have done differently that would have made the process easier for us.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

I stayed with Adrian when he joined with Invest Southwest @ Taunton.

How has Adrian Rooney helped you?

Took time.All was explained well.

Have you seen the outcome you were hoping for?

Products and service recommended were well suited to are needs.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

Retirement.

How has Adrian Rooney helped you?

Invested the money I got from selling my rental property so as to give me the same income without stress of worrying about problems with tenants.Also the income and investments are tax efficient which I have no idea how to do myself.

Have you seen the outcome you were hoping for?

Yes outcome surpasses my expectations.

What could they have done better?

Nothing he will repeatedly explain things in a way I can follow.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Family inheritance.

How has Adrian Rooney helped you?

By advising me on the best options to make the best return on my investment at a medium risk level.

Have you seen the outcome you were hoping for?

Yes, each year my investment grows and a set dividend is paid directly into my bank account.

What could they have done better?

Nothing, I am completely happy with Ade’s service

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Inheritance.

How has Adrian Rooney helped you?

Practical advice tailored to my needs.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

With retirement looming we needed advice on investing some spare money .

How has Adrian Rooney helped you?

He explained the best options available to us in a straightforward manner, making everything easy for us to understand.

Have you seen the outcome you were hoping for?

We are extremely happy with everything recommended.

What could they have done better?

Absolutely nothing , the outcome of all his suggestions have worked well for our needs.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

We had some money that we wanted to invest for our future retirement plans.

How has Adrian Rooney helped you?

Adrian suggested a plan that would supply our needs so he set the plan up for us and explained the ups and downs of the plan in a way that was plain and simple for us to understand.

Have you seen the outcome you were hoping for?

From day 1 the plan has supplied us with an income that has enabled both my wife and I retire early which was a massive game changer for us both and we are delighted with everything.

What could they have done better?

Our financial advisor could do no more for us, everything has been excellent.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Felt that I needed professional advice in managing my finances and in planning for the future.

How has Adrian Rooney helped you?

Adrian made an assessment of my financial status and the level of risk that my profiile indicated. He suggested the most appropriate investments that he felt met my needs. He monitors the growth in investments and he suggests moving investments when growth can be better achieved elsewhere. Adrian is always contactable and meets with me for an annual review. If I had any concerns, I feel confident that Adrian would meet me at any time if I requested this.

Have you seen the outcome you were hoping for?

You can always hope for more growth, however in the time of global financial uncertainty, my investments have grown.

What could they have done better?

I don’t feel there is anything that Adrian could have done any better

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

A critical need to look for an expert to guide me on growing my savings.

How has Adrian Rooney helped you?

He arranged an appointment, then gathered all my relevant personal financial information. He ran through a risk assessment with me, to inform us both as to my risk rating. He was extremely patient and made completely sure I understood the questions, any ambiguities were re-assessed. This gave me the confidence to know that he and I understood my attitude to risk and we could therefore go ahead with investment advice. He then took all the information away to produce an investment plan. A couple of weeks later he arranged a further appointment with the investment plan. This was very carefully explained, I was offered time to 'digest' the plan further if I wanted but I was confident that this was the way ahead to protect and grow my cash assets. I am very impressed with his professionalism, patience and expertise. Thoroughly recommended.

Have you seen the outcome you were hoping for?

Yes completely. A comprehensive package of varied investment instruments, addressing all the issues I have to manage my savings. I feel completely confident that this will go forward in the best possible way.

What could they have done better?

I really cannot think of anything. Adrian Rooney's advice was 5 star, he inspired trust, confidence and was thoroughly approachable, all was made clear and the whole process was very pleasant and extremely efficient.

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with Adrian

Very helpful and proffessional. Thankyou

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Wiltshire

What were the circumstances that caused you to initially look for an adviser?

Adrian has been an advisor to both my father and I for a number of years. I was looking for advice in setting up investments and insurances that would see me well for the future and together my father and I wee looking to build suitable arrangements for the future in terms of my retirement, some years from now, and the passing of assets when the time comes.

How has Adrian Rooney helped you?

Adrian provided me with excellent, considered advice and guided me towards products that I would not have otherwise found. The products that he has advised me on have provided solid planning for the future, presented in a way that I can understand and view how they are performing. Adrian has always been in contact, offering reviews as and when needed and also available and responsive on the occasions that I have wanted to get in contact.

Have you seen the outcome you were hoping for?

Advice given has been excellent, considered and very accessible. Products recommended have been relevant and directly related to what as been required. Investment products have performed well considering market conditions and as such the advice given has been very good. Personally speaking, this is towards the beginning of building my financial future but Adrian has helped me embark on a very positive start and I will be sticking with his advice for the future to come.

What could they have done better?

I genuinely could not have wished for anything to be done differently. I am quite happy with things as they stand and would not want to change things.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

ivestments.

How has Adrian Rooney helped you?

Adrian explained everything in a way I understood and very good at advising the best way to invest my money.

Have you seen the outcome you were hoping for?

I was very happy with the recommendations I received to suit my needs and happy with my pension arrangements which have been changed to a different provider which gives me a better pension.

What could they have done better?

My adviser has been very helpful with anything I have asked and have had no problems with anything he has done .He is brilliant.

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

A wish to capitalize on our savings in the short and long term.

How has Adrian Rooney helped you?

He offered sensible advise.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

February, 2016

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Money to invest.

How has Adrian Rooney helped you?

Advice and dealing with everything for us. Always happy to help at a time convenient to us.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

January, 2016

Overall

Advice

Value

Service

Based in Somerset

What were the circumstances that caused you to initially look for an adviser?

I had a need to check that my investments where performing to there full potential.

How has Adrian Rooney helped you?

Adrian has taken all the worry out of my investments, ensuring best performance at all times.

Have you seen the outcome you were hoping for?

Yes, and more.

What could they have done better?

At the amount of risk I'm prepared to take with my investments I'm very happy with the advice and services from Adrian

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

various savings accounts spread around only earning minimal returns.

How has Adrian Rooney helped you?

ADRIAN pulled them together and put them together in medium risk packages to earn better returns.

Have you seen the outcome you were hoping for?

yes. These packages are now pulled together and put into a very good bond giving a good return and now in retirement another income to supplement my pensions.

What could they have done better?

not sure as I am very happy with outcome

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

I had a lump sum to invest upon my retirement.

How has Adrian Rooney helped you?

We explored several options with the various degrees of risk and decided on the investments suitable foe me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am not aware that he could have done better.

Review from verified client

January, 2016

Overall

Advice

Service

Value

Based in Devon

What were the circumstances that caused you to initially look for an adviser?

Money to invest.

How has Adrian Rooney helped you?

Good, honest, independent advice.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

March, 2014

Overall

Advice

Service

Value

Based in Devon

How has Adrian Rooney helped you?

Adrian is excellent at his job and I wouldn't hesitate to recommend him to other people. I first came across him many years ago when he worked for a High Street branch and I knew then he was someone who I could build a good working relationship with. I trust him completely and value his opinion and in life those people are hard to find. Adrian understands my needs and attitude to risk and always provides detailed analysis when we look over my Investments and Savings. Yes financial advisors cost money but Adrian fees are very reasonable and I know in the future I will be better off financially and that is down to his hard work. Great customer service! 10/10

What could they have done better?

100% happy

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Adrian

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Devon

How has Adrian Rooney helped you?

I have used Adrian Rooney for a number of years now,and in that time I have found him most helpful in sorting my investments out for me.He is very approachable and,puts you at ease and explains things very well,especially if you are not good with investment terms eg oiec's and isa's etc .I would not hesitate in recommending him to anyone who needs to sort their finances out .

What could they have done better?

Nothing.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Wiltshire

How has Adrian Rooney helped you?

I was introduced to Adrian by a family member and he came very highly recommended. I am pleased to say that he has more than lived up to that recommendation. I have found his advice to be very well explained, well reasoned and logical. He has been very capable in finding the right products for what I have needed so far. As someone new to longer term financial planning, I was a little apprehensive at first but Adrian is very approachable and put me at ease very quickly. He helped me look at all the options, made recommendations that I had not necessarily thought about but fitted my aims perfectly. He has always kept to agreed timescales and any information has been provided within the agreed timescales. I would definitely recommend Adrian from my own personal experience so far, in what I believe will be a fruitful long term relationship.

What could they have done better?

Genuinely nothing so far, I am very happy with Adrian.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Devon

How has Adrian Rooney helped you?

I have only relatively recently used Adrian for financial advice. He is very approachable, patient and understanding. I had a fairly relaxed attitude to investment but Adrain has helped me to see the benefits of planning my the management of my money. He has been very professional and keen to ensure I understand the risks of the investments I make. My investments are still at a very early stage so the proof of the pudding is yet to come but on his performance so far I would not hesitate to recommend him.

What could they have done better?

Nothing so far.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Somerset

How has Adrian Rooney helped you?

Adrian has dealt my recent ISA investment, along with the consolidation of a number of pension plans that I have. I would certainly recommend the service that Adrian provides as every stage of the process was communicated to me in a clear and understandable manner, the fees charges by Adrian were also very reasonable. All in all I would have no hesitation in using AdrianÂ’s services in the future for all of my financial needs.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Devon

How has Adrian Rooney helped you?

Adrian Rooney has been my (and my wife's) advisor for the last six years. When we first visited him our needs were very simple and basic he took great pains to ensure that we were fully advised and supported in our decisions, we felt valued customers. Adrian has understood our attitude to investment risk and our investment goals well. He has a good technical knowledge and has always supported his advice to us with sound and clearly understandable research. At the time we first met him he was working for a national high street banking chain. When he became and independent advisor we went out of our way to track him down as we had grown to highly value his advise and we wished for him to continue to advise us. Over the last few years our finances have become much more complex as we have pensions that have now begun and we have also received large inheritances Adrian's advise over this period has been invaluable to us. In the near future he is to start providing advise for our children and also take them through the process of setting up their pensions. I can not recommend him highly enough!

What could they have done better?

Nothing!