Johanna's reviews
Reviewed for
Insurance and Protection ( 5 )
Mortgages ( 5 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 12 )
Financial Mentoring ( 3 )
( 1 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 5 )
Up to £50k ( 8 )
£50k - 100k ( 2 )
First impression
by a VouchedFor user
5 days ago
Overall
Please provide a brief comment about your experience with Johanna
An very informative first meeting with Johanna. Her excellent manner and indepth knowledge of pensions has equipped me better to make decisions in the future.
Johanna:
Thank you so much for your kind words. I’m really pleased to hear that you found our meeting helpful and that it’s given you more confidence in planning your future decisions. It was a pleasure speaking with you, and please don’t hesitate to get in touch if you have any further questions or would like to explore anything in more detail.First impression
by a VouchedFor user
7 days ago
Overall
Please provide a brief comment about your experience with Johanna
On two occasions Johanna gave me some excellent advice on my retirement pension. She has worked with many retiring teachers in her career and knows all the answers to any finance questions. She's been a great help !!!
Johanna:
Thank you so much for your kind words! It’s been a real pleasure helping you navigate your retirement options. I’m so pleased the advice has been useful, and I’m glad I could share my experience working with teachers to make things a little easier. Wishing you all the very best for your retirement, you’ve certainly earned it!First impression
by a VouchedFor user
12 days ago
Overall
Please provide a brief comment about your experience with Johanna
Johanna is excellent at her job. She explained my options for retirement clearly and I was pleasantly surprised at which was my best option under the McCloud remedy. She was so helpful, very friendly and accommodating. It was a very pleasant experience, thank you Johanna for all your advice.
Johanna:
Thank you so much for your lovely feedback! I’m really glad to hear that our conversation helped clarify your retirement options and that you felt supported throughout the process. It was a pleasure working with you. Wishing you all the very best for the future!First impression
by a VouchedFor user
24 days ago
Overall
Please provide a brief comment about your experience with Johanna
I had an excellent and very informative consultation with Johanna. I felt her knowledge of the issues I raised was exceptional and I found she struck a perfect balance in explaining the myriad of possibilities , yet giving adequate space for a discussion around these. I greatly appreciated the opportunity for this consultation.
Johanna:
Thank you for your kind words! I’m delighted to hear that you found our consultation informative. It was a pleasure, and I’m glad the session was helpful. I appreciate you taking the time to share your experience.Review
by a verified client in Antrim
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were not investing right & loosing money
How has Johanna Rooney helped you?
She made it very easy to understand where to invest & get a good return
Have you seen the outcome you were hoping for?
Yes we have seen a good return
What could they have done better?
Nothing
Johanna:
Thank you so much for sharing your experience! I’m thrilled to hear that our approach helped make investing clearer and that you’ve seen the returns you were hoping for. Your feedback is incredibly encouraging. If there’s anything more I can do to support you, please don’t hesitate to reach out.