Johanna's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 5 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 15 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 11 )
Financial Mentoring ( 3 )
( 1 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 4 )
Up to £50k ( 8 )
£50k - 100k ( 1 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Johanna
We had a very positive experience - it was easy to set up the consultation and Johanna was excellent in providing advice in a way that was easy to understand.
Johanna:
Thank you so much for your kind words! I’m so glad to hear that you had a positive experience and that the advice was clear and helpful. It was a pleasure working with you, and I’m always here if you need any further help.Review
by a verified client in Leicestershire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed continuing advice on savings
How has Johanna Rooney helped you?
She has updated my savings under Jonny's guidance.
Have you seen the outcome you were hoping for?
Yes
Johanna:
Thank you for your 5 star review! It’s been a pleasure providing advice to help you make the most of your savings. I’m so glad to hear that the updates we’ve made together under Jonny’s guidance have helped you achieve the outcome you were hoping for. Please feel free to reach out anytime. I'm here to help with whatever you need. Thanks again.Review
by a verified client in Londonderry
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had an inheritance from a cousin and my pension from work and my national insurance pension were adequate for my day to expenses I wanted to keep my the inheritance safe
How has Johanna Rooney helped you?
Good advice
Have you seen the outcome you were hoping for?
Yes my investment has grown
What could they have done better?
I don't think so
Johanna:
Thank you for taking the time to share your experience! It’s wonderful to hear that I could provide the guidance you needed to keep your inheritance safe while also helping it grow. I’m so glad your investment has performed well and is supporting your financial goals. It was a pleasure working with you, and I appreciate your trust in me throughout the process. Please don’t hesitate to reach out if you have any questions or need further advice. I’m always here to help!Review
by a verified client in Down
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Thinking of early retirement
How has Johanna Rooney helped you?
She was able to calculate my lump sum and pension which was the reassurance I needed to take that step and take early retirement
Have you seen the outcome you were hoping for?
Retiring from permanent employment in the next couple of weeks
What could they have done better?
Nothing, she was brilliant. Great advice, patient and always available to talk me through even my silly questions and talked me through completing my forms accurately
Johanna:
Thank you so much for your kind words Marion! It was an absolute pleasure to support you on your journey toward early retirement. I'm so glad I could provide the guidance and reassurance you needed to take this exciting step. Wishing you all the best as you enter this new and exciting chapter of life, and please know I’m here if you ever need anything in the future. ThanksReview
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to build a portfolio that would beat inflation and enable me to build a nest egg.
How has Johanna Rooney helped you?
Johanna was very understanding to my needs and advised me on what to include in my portfolio.
Have you seen the outcome you were hoping for?
Yes, my portfolio has performed slightly better than expected.
Johanna:
Thank you for your kind words and for sharing your experience Gary! I'm so pleased that we've been able to craft a portfolio tailored to your needs, that not only keeps up with inflation but exceeds your expectations. Thanks again.