Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 5 )

Pensions ( 11 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 10 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 1 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 5 )

Financial Mentoring ( 1 )

Reviewers' assets

£200k - £500k ( 1 )

£100k - £200k ( 4 )

Up to £50k ( 8 )

Client reviews

Review from verified client

July, 2024

Overall

Advice

Service

Value

Based in Antrim

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

My wife and I are nearing retirement age and sought Professional guidance on planning ahead.

How has Johanna Rooney helped you?

She calculated our lump sum and monthly income from our pensions. She advised on the difference of waiting extra years before retiring. She highlighted the need for us to set up Probates.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A - all questions answered

Johanna's reply

Thank you so much for your kind words and for taking the time to share your experience. It has been my pleasure to assist you and your wife as you approach retirement. I'm thrilled to hear that the guidance on your pension options was helpful. Ensuring you have a clear understanding of your financial future and the benefits of various retirement strategies is always a top priority. I'm also glad that the importance of setting up probates was highlighted for you, as it's a crucial step in retirement planning. If there are any other questions, please don't hesitate to reach out. I'm here to help you navigate this exciting new chapter with confidence and peace of mind.

First impression from a user who is not yet a client

June, 2024

Overall

Please provide a brief comment about your experience with Johanna

Very helpful and useful information. She was a pleasure to talk to.

Johanna's reply

Thank you so much for your kind words Margaret! I'm delighted to hear that you found the information helpful and enjoyed our conversation. It was my pleasure to assist you, and I'm here whenever you need further support.

First impression from a user who is not yet a client

May, 2024

Overall

Please provide a brief comment about your experience with Johanna

Very helpful , made it easy to understand

Johanna's reply

Thank you for your positive feedback Clair! We're delighted to hear that you found our services helpful and easy to understand. Our goal is to make financial planning as clear and stress-free as possible, and it's wonderful to know that we achieved that for you. If you have any more questions or need further assistance, feel free to reach out. Thanks again.

First impression from a user who is not yet a client

April, 2024

Overall

Please provide a brief comment about your experience with Johanna

Johanna thank you so much for the session we had with you. You explained things so well and we were both so impressed with your knowledge and professionalism and lovely personality. Many thanks also to lovely Kerry at reception. I would not hesitate to recommend Platinum Financial Planning and we look forward to meeting you again!

Johanna's reply

Thank you so much for your review, Jennifer! I am delighted to hear that you found our session beneficial and informative. I am also thrilled to have had the opportunity to assist you both in navigating your financial planning journey. I'll surely pass along your kind words to Kerry at reception. She's indeed a valuable member of our team, and she always aims to make every client's experience exceptional. Your recommendation means a great deal to us and I look forward to our next meeting and continuing to support you both in achieving your financial goals.

First impression from a user who is not yet a client

March, 2024

Overall

Please provide a brief comment about your experience with Johanna

I was offered a consultation with Platinum Financial Planning following my attendance at a workshop to plan for my retirement. Johanna contacted me and we arranged a meeting via Teams. Johanna was very friendly and welcoming and I felt instantly at ease discussing my retirement options. She was patient and really took the time to explain anything I didn't fully understand about my financial position. Before our meeting I was very nervous about my retirement since I am not a particularly fiscally conscious person, but afterwards I have been very chilled and relaxed, knowing that I now have the facts about my positive retirement benefits. I have been recommending both Johanna and the company to my colleagues since I had my consultation - irrespective of how close they are to retirement. Very professional approach to what can often be a worrying time for folk. Johanna has set my mind at ease.

Johanna's reply

Thank you for your lovely feedback. I am delighted to have had the opportunity to assist you in planning for your retirement. It was a pleasure connecting with you via Teams and discussing your retirement options. I'm glad my approach helped put you at ease and that you found our conversation informative and helpful. Thank you for your kind words and for recommending both myself and Platinum Financial Planning to your colleagues. It means a lot to know that you found value in our services and that I was able to alleviate some of your retirement-related worries. Please know that I'm here to support you with any further questions or assistance you may need. Feel free to reach out at any time. Thanks again.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Fermanagh

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

I wanted to know as much as possible about my pension options.

How has Johanna Rooney helped you?

Johanna was extremely helpful - knowledgeable, informed and went the extra mile to answer all of my questions and provide reassurance.

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for and I am much more informed and equipped to go confidently into my future.

What could they have done better?

There is nothing Johanna could have done better for me.

Johanna's reply

Thank you so much for taking the time to share your experience, Sean. It was truly a pleasure assisting you with your pension options. I'm delighted to hear that I provided you with the support and information you needed. Ensuring my clients feel informed and confident about their financial decisions is always my top priority, so I'm thrilled that you found my guidance helpful. I'm also pleased that you've achieved the outcome you were hoping for and feel well-prepared for your future. Your satisfaction and peace of mind are incredibly important to me. If you have any further questions or need assistance, please don't hesitate to reach out. Thanks again.

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Johanna

The consultation & follow-up proved invaluable in understanding my teaching pension options. Thank you to Johanna for her expertise, clarity and patience. At no stage did I feel I wasn't welcome to ask a question or check on something. This is an excellent opportunity offered by INTO & Platinum Financial Planning Ltd.

Johanna's reply

Thank you so much for your kind words! I'm so glad to hear that the consultation and follow-up were helpful for you in understanding your teacher pension options. It was truly my pleasure to assist you and provide expertise, clarity, and patience throughout the process. Ensuring that you felt comfortable asking questions and seeking clarification at every stage is incredibly important to me, and I'm delighted to know that you felt welcome to do so. If you have any more questions or need further assistance in the future, please don't hesitate to reach out. I'm here to help!

First impression from a user who is not yet a client

February, 2024

Overall

Please provide a brief comment about your experience with Johanna

I would highly recommend Johanna. She was approachable and friendly at all times. She took time to explain things and I never felt rushed.

Johanna's reply

Thank you for your 5* review and kind words! I am delighted to hear how impressed you were with your consultation and that you found the service approachable and friendly. If you need anything else, please feel free to reach out. Many thanks

First impression from a user who is not yet a client

November, 2023

Overall

Please provide a brief comment about your experience with Johanna

I was provided with comprehensive and extremely useful information in relation to my pension options - very impressed by Johanna’s professionalism. I will be recommending Platinum Financial Planning, and especially Johanna, to my colleagues.

Johanna's reply

Thank you so much for your 5* review, David, I really appreciate you taking the time to share your thoughts. It was a pleasure to meet with you and I am delighted that you would recommend me in the future. It has been a pleasure to support you and we look forward to seeing how this positive relationship continues. Thanks again.

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Antrim

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

Pension advice

How has Johanna Rooney helped you?

Johanna spoke in clear lay man's terms, a financial language that is unknown to me. She was friendly and knowledgeable and in these circumstances, I usually feel like an idiot. I didn't feel this way with her and I came away enlightened .

Have you seen the outcome you were hoping for?

Far exceeds the outcome i was expecting.

What could they have done better?

Nothing. Stay the way you are Johanna. It will be hard to improve on perfection

Johanna's reply

Thank you so much for this wonderful review, Danny, I really appreciate you taking the time to share such positive feedback. I am delighted to hear how much you have valued your experience here with me and it means so much to me that I have been able to provide you with sound advice that has given you such peace of mind and confidence in your finances. It is also wonderful to hear that you would be a passionate advocate for me and that you would feel confident in recommending my services in the future. It has been a pleasure to support you and I look forward to continuing this positive relationship. Thanks again!

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in Antrim

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

We needed help with our finances, our overall capital needed reinvested

How has Johanna Rooney helped you?

She explained what we needed to do with our money,shares, pensions in a way that we could understand, as we both have no idea about financial planning.

Have you seen the outcome you were hoping for?

Too early to commit

What could they have done better?

Nothing

Johanna's reply

Thank you so much for your lovely review, Eileen, I really appreciate you taking the time to share your feedback. Delighted to hear that you have both gained a better understanding of your finances and I’m sure this has given you confidence in your financial future. It has been a pleasure to support you both and also great to hear that you would recommend my services in the future! Thanks again.

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Fermanagh

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

My early retirement

How has Johanna Rooney helped you?

Very clear and concise information and guidance. Johanna was very helpful

Have you seen the outcome you were hoping for?

Hopefully, but external influences are impacting on growth of investments in general.

What could they have done better?

As per previous question, Johanna gave guidance on the current markets in line with my investments and, my profile. With this in mind I don't think she could have done any better than she did.

Johanna's reply

Thank you for your review, Roberta. I really appreciate you taking the time to share your feedback. I am delighted to hear that I have been able to assist you with your retirement planning needs and I am happy to hear that you found my guidance clear and concise. With recent factors affecting the world markets, it has been difficult for us to see the outcomes we were hoping for. However, given your plans are based over the medium to long term we have confidence that we can help you achieve your goals. It has been a pleasure to support you, and I look forward to continuing this relationship. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

I wanted to review my pensions accumulated from previous jobs and set up a new private pension as I am self-employed. I also wanted to set up savings for my children to help with future university costs or buying their first home.

How has Johanna Rooney helped you?

Johanna was extremely helpful in giving me advice relating to my past pensions and arranging my new pension. She also helped with arranging savings accounts for my children.

Have you seen the outcome you were hoping for?

Johanna delivered in exactly the way she said she would and I am extremely happy with her advice and quick response throughout the process; as well as her ongoing support if I needed to make adjustments to my pension or savings.

What could they have done better?

There is absolutely nothing better that Johanna could've done, she has been excellent throughout all my dealings with her.

Johanna's reply

Thank you, Darren, for taking the time to complete a 5* review. I very much appreciate it! I am thrilled to hear how happy you are with the financial planning provided and that you really valued my support throughout the process. Being accessible to clients is really important to me especially in times of need. I am also delighted to hear that you would recommend me in the future, that means a lot! It has been a pleasure to support you. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

Pension and investment advice

How has Johanna Rooney helped you?

helped me locate a good pension and investment fund

Have you seen the outcome you were hoping for?

excellent outcome fantastic adviser, very trustworthy which is paramount in this entire process being a financial advisor myself.

What could they have done better?

nothing was excellent from start to finish. Easy to get on the phone, explained advice in a clear and concise manner which is important with financial advice.

Johanna's reply

Ryan, thank you for this fantastic review. I really appreciate it. Thrilled to hear how much you valued my pension and investment advice and I'm glad that you put your trust in me, and I was able to draw up a suitable financial plan for you that gives you the confidence to feel on track with your long-term goals. It has been a pleasure to support you. Thanks again, Ryan.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

I went from being employed to self employed

How has Johanna Rooney helped you?

She put me at ease and explained things really clearly

Have you seen the outcome you were hoping for?

Yes, pension is now in a place that I understand

What could they have done better?

Nothing

Johanna's reply

Thank you for this wonderful 5* review, Justine. I really appreciate you taking the time to share your positive feedback. It has been a pleasure supporting you with your financial needs, and I’m pleased to hear that the advice I gave you has enabled you to feel confident with your finances and that you now are on track to achieve your long-term goals and aspirations. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

Pension advice

How has Johanna Rooney helped you?

4 years

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nothing. She went above and beyond my expectations

Johanna's reply

Thank you, Judy, for taking the time to leave such a positive review. It is very much appreciated. Delighted to hear how happy you are with the pension advice you received and I am thrilled that you would feel confident in recommending my services in the future. It has been a pleasure to support you. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

Needed to invest following retirement.

How has Johanna Rooney helped you?

She understands my long term needs.

Have you seen the outcome you were hoping for?

Platinum has given me good advice and I do not worry about investments going up and down in value.

Johanna's reply

Thank you, Heather, for taking the time to complete a 5* review. I very much appreciate it! I am pleased to hear that the time taken to understand your individual needs has enabled me to develop an investment plan that you can feel confident about. This has ultimately given you peace of mind. It has been a pleasure to support you and I look forward to continuing this positive relationship. Thanks again, Heather.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

I was a first time home owner and had little to no knowledge of the mortgage process

How has Johanna Rooney helped you?

Johanna guided me and husband through every since step of the process, explaining everything clearly and providing us plenty of options and recommendations, while being very flexible and friendly!

Have you seen the outcome you were hoping for?

Yes we secured a mortgage with a fantastic rate and it was a smooth process thanks to Johanna!

What could they have done better?

Absolutely nothing - first class service from Johanna

Johanna's reply

Thank you for this lovely 5* review, Donna. I really appreciate you taking the time to share such positive feedback. I am delighted to hear that I have been able to help you and your husband through the mortgage process and that I have been able to keep it as smooth as possible for you both. It can be a daunting time! It has been a pleasure to support you both, and I am so glad that I have been able to provide you with such a positive experience. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

When getting a mortgage and then life insurance, house insurance and income protection.

How has Johanna Rooney helped you?

We first went to johanna for mortgage advice she looked at our finances and gave us professional advice on getting our mortgage, she helped us look at what our repayments would look like in different circumstances and what was best for us. Getting a mortgage is a very daunting experience but Johanna put us at ease and spent a lot of time with us discussing all our options and answering any questions we had. Johanna also sourced our life insurance, home insurance and income protection. She ensured we were aware & understood the different policies, what they included and what was best for us. Her knowledge and expertise was able to guide us to making the best decision for our personal situation. It gave us peace of mind knowing that we had insurances in place & johanna made it very easy & stress free. Our experience with johanna has been fantastic she offers a personalised service and really goes the extra mile for her clients.

Have you seen the outcome you were hoping for?

Yes we are now a year into our mortgage and have security with the insurance policies we have taken.

What could they have done better?

I couldn’t recommend johanna enough!

Johanna's reply

Thank you for this fantastic review, Catherine. I really appreciate you taking the time to share your feedback. It is great to hear that my expertise has enabled me to recommend an ideal solution for your circumstances and this has now given you both peace of mind regarding your mortgage and insurance policies. I am also delighted to hear that you would be delighted to recommend my services in the future based on your positive experience. It has been a pleasure to support you both. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

I first reached out to Johanna for help and advice with insurance and income protection. I also wanted some clarity on what becoming a home owner and getting a mortgage would entail.

How has Johanna Rooney helped you?

Johanna is very professional, friendly and extremely knowledgeable. She spoke to me on my level and ensured I understood everything, especially the finer details and T&Cs. She gave me numerous options and advised on what was best for my situation. She was very helpful and nothing was ever too much to ask of her and there was no such thing as a silly question.

Have you seen the outcome you were hoping for?

Yes, I was able to get insurance and income protection and so did my Partner. Johanna also gave us advice on savings and mortgages and helped us put a plan in place to become new home owners. I couldn't have asked of any more from her. She is passionate about her job and has excellent customer service skills.

What could they have done better?

N/A

Johanna's reply

What a fantastic review, Carla. I really appreciate you taking the time to share your feedback. I am delighted to hear how happy you are, and that the advice I provided you with has enabled you to work towards your financial goals confidently. Really glad to hear that you would be a passionate advocate for me and recommend my services, that means a lot. It has been an absolute pleasure to support you. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Antrim

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

My mortgage was up for renewal so I contacted Johanna for advise.

How has Johanna Rooney helped you?

Johanna provided excellent advice considering the current clinic regarding mortgages. She completed extensive searches and provided me with multiple options in regards to my mortgage renewal.

Have you seen the outcome you were hoping for?

Yes, considering the current climate in regards to the hike in mortgage interest rates I am extremely satisfied with the service she provided.

What could they have done better?

There was nothing she could have done more, her customer service and thorough effort in the search for the best deal was second to none. Highly reccomend.

Johanna's reply

Thank you for this fantastic review, Catherine. It has been a pleasure to work with you and I have really enjoyed getting to know you. It is great to hear that the mortgage advice I put in place meets your needs, and by working together, you feel confident that you now have the best mortgage for your individual circumstances. I am also delighted to hear that you would feel confident in recommending my services based on your positive experience. You could have chosen any financial planner, so I’m glad it was me! It has been a pleasure to support you. Thanks again, Catherine.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Armagh

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

I wanted to set up an investment account for myself and also my son for when he turns 18

How has Johanna Rooney helped you?

Johanna has been fantastic. She has such a wealth of knowledge and kept me informed throughout the process. She’s always on hand to answer any questions I have. I would recommend Johanna to anyone not only on how professional she is but also how she treats her clients with such care and attention. I have recommended Johanna to many friends and family and they have all had the same friendly and fantastic experience

Have you seen the outcome you were hoping for?

Yes it’s been great

What could they have done better?

Nothing at all first class service

Johanna's reply

Thank you so much for your review, Laura. I really appreciate you taking the time to share your experience. It's great to hear how much you value the investment advice I gave you and that you would recommend me based on your individual experience. That means a lot to me, thank you! It has been a pleasure to support you. Thanks again.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Down

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

I required a review of my life insurance and protection as I was moving home.

How has Johanna Rooney helped you?

Johanna provided me with clear advice which considered my personal circumstances and requirements. She made it very simple and easy.

Have you seen the outcome you were hoping for?

Yes, life insurance and protection is now in place.

What could they have done better?

Nothing. Excellent service received.

Johanna's reply

Thank you, Alex, for taking the time to leave such positive feedback. It is very much appreciated. I am delighted to hear that by working together, I was able to put the best policy in place that met your individual needs as well as give you a greater understanding and confidence in your insurance and protection policy. It has been a pleasure to support you. Thanks again, Alex.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Armagh

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

I have an ongoing need to invest savings, including retirement lump sums. I need security and regular growth for my savings.

How has Johanna Rooney helped you?

I have been with this financial company for around 8 years and have consistently found them to be very satisfactory. Johanna has continued to provide the same sound financial advice I appreciate, based on a very good understanding of my current situation and needs.

Have you seen the outcome you were hoping for?

Yes. Bettered my expectations in these last few years of financial turmoil.

What could they have done better?

Nothing really.

Johanna's reply

Thank you so much for your review, William. I really appreciate you taking the time to share such positive feedback. I am so pleased that I have been able to help you with your retirement and investment planning needs. Delighted to hear how happy you are with the advice I have provided and that you have seen the outcomes you were hoping for. It has been an absolute pleasure to support you. Thanks again.