Johanna's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 5 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 16 )
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 ( 5 )
Up to £50k ( 8 )
£50k - 100k ( 1 )
Review
by a verified client in Antrim
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To assist with financial planning for retirement and in deciding pension options.
How has Johanna Rooney helped you?
Help with financial planning and deciding pension options.
Have you seen the outcome you were hoping for?
Still pending but on track!
Johanna:
Thank you so much for your feedback! It’s been a pleasure working with you as you plan for retirement and navigate your pension options. I'm glad to hear you feel things are on track - we’ll continue to monitor everything closely to help ensure everything aligns with your goals. Please don’t hesitate to reach out with any questions as we move forward!Review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre-retirement overview of pension & lump sum value
How has Johanna Rooney helped you?
Clarified pension & lump sum value. Explained options in respect of pension/lump sum balance
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing- Johanna was friendly and professional with a clear understanding of the issues to be discussed
Johanna:
Thank you so much for your kind words. I'm really glad to hear that you found our consultation helpful and that it gave you greater clarity and confidence around your pension and lump sum options. It was a pleasure to support you as you prepare for retirement, and I’m so pleased you felt the session went well. Wishing you all the very best for the future, and please don’t hesitate to reach out if I can be of any further help.Review
by a verified client in Down
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I am nearing retirement and in a job, currently, that I don't enjoy so I was looking to check what my options might be.
How has Johanna Rooney helped you?
I am now aware of what I need to do and have the information to support it.
Have you seen the outcome you were hoping for?
Not exactly but at least now I have the information.
What could they have done better?
Nothing, this has all come down to financials.
Johanna:
Thank you for your feedback. I'm glad I could help clarify the options available to you and provide the information you needed. Wishing you the very best as you plan your next steps.First impression
by a VouchedFor user
4 months 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
7 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.