Donna Robertson

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

Wanted a review on my pension portfolio to see how it was being managed and performing.

How has Donna Robertson helped you?

Reviewed my portfolio and identified where potential benefits could be made with better management and investments.

Have you seen the outcome you were hoping for?

Yes, within the first few weeks the growth of my pension pot outweighed the last three months of growth in my previous pension scheme.

What could they have done better?

Nothing, cannot recommend them enough. Only regret I have is that I did not move to Donna and her company sooner.

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

I didn't know what my pension outlook was for retirement, and wanted some advice on how to maximise my pension potential.

How has Donna Robertson helped you?

Yes. I have contracted Rosewood to manage my pension investments going forward

Have you seen the outcome you were hoping for?

Too early to tell!

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

The need to set up a private pension

How has Donna Robertson helped you?

Understanding my options for pensions investment and the legislation around pension tax relief

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We were with a financial company that only contacted us once a year over the internet when our annual review was due. We had found over the number of years we had been with the company that we were constantly being informed that our current advisor had either left the company or was in the process of leaving the company. We made a decision to initially speak with a local company. The reviews on the company and individual financial advisors were very good. An initial meeting was made with Rosewood. Having attended a number of meetings since October we have been very impressed and pleased with the advice given. This was in a friendly and approachable manner. It is clear that the financial advisors have an excellent knowledge in their field.

How has Donna Robertson helped you?

Donna has been very welcoming and friendly from the beginning from our first contact with her. She has given us some confidence in relation to our investments. Donna is an invidual who puts you at ease and is happy to spend time explaining the world of financial investments.

Have you seen the outcome you were hoping for?

We are happy with the portfolio she has recommended. We are new clients at Rosewood and are very happy with the service we have received so far.

What could they have done better?

Extremely happy with the service. No complaints.

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

Planning for retirement

How has Donna Robertson helped you?

Donna and her team have been key to enabling me to retire early. Donna helped to consolidate all my pensions so I could understand where I was financially

Have you seen the outcome you were hoping for?

The outcome is beyond my dreams. I couldn’t have hoped for a better investment

What could they have done better?

Nothing as far as I am concerned