Donna Robertson

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

I have an ambition to take early retirement, having limited knowledge or understanding with pensions and investments, not knowing where my money is going when I pay in each month it was important to me to find a trustworthy organisation to help me.

How has Donna Robertson helped you?

Donna has helped me understand where my money is, what options I have to invest in and really connect it with my retirement plan. I know in my head what I wanted but it was all hypothetical, it now feels real and I can look forward with a level of confidence.

Have you seen the outcome you were hoping for?

Yes - I have full visibility of where my money is, explained understanding of how it is invested, access to professional advice should any circumstances change and formal reviews where we can review together and make any necessary changes.

What could they have done better?

N/A - every time I didn’t understand we went back through without hesitation.

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

We had money to invest and we were looking for tax efficiency.

How has Donna Robertson helped you?

We have been able to invest our money in Stocks an Share ISA'S, also we have a joint investment fund.

Have you seen the outcome you were hoping for?

More than, I just expected to cover our costs in the first year, which we have done in a very short space of time.

What could they have done better?

To be honest nothing they have been brilliant.

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