Johanna's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 5 )
Pensions ( 31 )
Retirement income (annuities, drawdown) ( 16 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 21 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 1 )
£200k - £500k ( 6 )
£100k - £200k ( 10 )
£50k - 100k ( 5 )
Up to £50k ( 9 )
Review
by a verified client in Armagh
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was approaching retirement and needed advice on my options around pension income.
How has Johanna Rooney helped you?
Johanna has helped me transfer all my pensions over to one provider and set me up with a retirement annuity.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Antrim
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lump sum on retiring
How has Johanna Rooney helped you?
She has been exceptionally good at suggesting investments and giving advice on spending.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
Not sure . It’s been brilliant
Review
by a verified client in Tyrone
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanting to discuss retirement plans and consolidate pensions
How has Johanna Rooney helped you?
Johanna was able to locate and consolidate my previous pensions in to a better performing fund.
Have you seen the outcome you were hoping for?
Yes definitely. My new pension is performing really well
What could they have done better?
Nothing.
Review
by a verified client in Down
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I am retiring on 31st August 2026, I needed advice on how to ensure that a personal pension and a Department of Education pension could be combined to provide sufficient income on retirement.
How has Johanna Rooney helped you?
Johanna has taken all the information and paperwork I brought and then provided a detailed plan on how to reinvest the sum from the personal pension in low-risk companies ,with a view to providing a supplementary income in retirement for the Teacher's Pension. She has accomodated all my requests for meetings and been extremely competent and pleasant throughout
Have you seen the outcome you were hoping for?
Yes, in fact I have recommended to my family that they each meet with her and avail of her excellent advice
What could they have done better?
Nothing
Review
by a verified client in Antrim
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advise on my savings
How has Johanna Rooney helped you?
Johana has helped me a lot with my savings.
Have you seen the outcome you were hoping for?
Yes very much so.
What could they have done better?
Nothing i got the best advise i could ever have got and more
Johanna:
Thank you very much for taking the time to share your feedback. I’m really pleased to hear that you’ve been so happy with the advice and support provided in relation to your savings. It’s great to know that you feel you’ve achieved the outcome you were hoping for and that the guidance has been helpful in making the most of your financial position. Thank you again for your kind words and trust - it’s been a pleasure working with you.