Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 28 )

Pensions ( 146 )

Equity Release ( 2 )

Retirement income (annuities, drawdown) ( 62 )

Investments and Savings ( 111 )

Pension Transfers - Non Specialist ( 42 )

Inheritance Planning ( 1 )

Pension Transfers - Specialist ( 18 )

Financial Planning ( 17 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 19 )

£100k - £200k ( 38 )

£50k - 100k ( 24 )

Up to £50k ( 45 )

Client reviews

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Professional advice

How has Donna Robertson helped you?

Sorted out our pension, in terms we understand

Have you seen the outcome you were hoping for?

Not yet only been since January

What could they have done better?

Nothing

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

Preparing to retire i looked for a modern professional company with good reviews and found this with Donna and Rosewood.

How has Donna Robertson helped you?

Donna, carefully explained the process and i did not feel under any pressure to proceed with the planned changes, all was subject for discussion.

Have you seen the outcome you were hoping for?

yes i have, lots of data which was supplied to me and explained, so i feel confident for the future.

What could they have done better?

I wish i had gone sooner, people should prepare financially earlier than you would expect, unsure how Rosewood can get the word out, but i will advise my children to start sooner than they would expect for not only retirement but financial guidance from professionals.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Derbyshire

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

Wished to consolidate multiple pensions into a single fund

How has Donna Robertson helped you?

Very knowledgable about what I was asking for and what I needed - took the time to clearly explain what would happen and how my pension would be managed - and how the investment portfolio works. Exceptional Service from Donna

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

n/a

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Nottinghamshire

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

We wanted to understand our options for retirement and whether we needed to do anything to maximise our retirement fund.

How has Donna Robertson helped you?

Donna took the time to describe our current situation, then worked to help us understand our options.

Have you seen the outcome you were hoping for?

Yes, we now have a firm understanding of our needs and what we’re required to do to reach our goals.

What could they have done better?

From the first meeting Donna was assuring and transparent. I don’t believe we expected anything else.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Donna

Donna was very welcoming and professional, I would recommend Rosewood

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Retirement planning

How has Donna Robertson helped you?

Donna has consolidated some of my pensions, invested it in a new policy explaining all the detail and proposed outcomes. I now feel happy that my pension pot is doing the best it can and I'm on track for chosen retirement date.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

I was looking to optimise my pensions to help plan ahead for retirement.

How has Donna Robertson helped you?

Donna has helped consolidate a number of pensions to enable a greater potential for retirement income, and also advise on my defined benefits pensions.

Have you seen the outcome you were hoping for?

It's early days, but the advise and the plan looks good.

What could they have done better?

I am really happy with the service Donna has provided.

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Donna

Donna helped us to navigate my Pensions and get us the best outcome for my situation.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Consolidating pensions.

How has Donna Robertson helped you?

Guided us through the process.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing .

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

No longer being able to contribute to my nhs pension

How has Donna Robertson helped you?

Pension advice

Have you seen the outcome you were hoping for?

Yes I have a pension arranged through Donna at Rosewood

Review from verified client

June, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Money to invest, rubbish interest rates on savings in the bank

How has Donna Robertson helped you?

Her recommendations and advice has set me up nicely

Have you seen the outcome you were hoping for?

Its a long term plan

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Donna

Donna has been brilliant. She's given us lots of useful help and advise. She's helped us understand our current position and where our financial priorities should be. We look forward to continuing to work with Donna and would recommend her to anyone.

First impression from a user who is not yet a client

June, 2023

Overall

Please provide a brief comment about your experience with Donna

Approachable friendly informed patient team.

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Retirement and investment

How has Donna Robertson helped you?

She has talked about everything and explained everything but did not do anything until I was happy with everything

Have you seen the outcome you were hoping for?

In this world nothing is certain but I am happy with the results

What could they have done better?

Nothing i can think of

Review from verified client

May, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I wanted to increase returns and consolidate investments

How has Donna Robertson helped you?

Advised on investment options

Have you seen the outcome you were hoping for?

Excellent advice and execution of agreed investment strategy

What could they have done better?

All ok

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

I am nearing retirement and needed some sound financial advice on how to deal with multiple pensions

How has Donna Robertson helped you?

Donna has helped me to bring all my pensions together to see the "bigger picture". Donna has also helped me to invest these pensions to provide a long term income during retirement.

Have you seen the outcome you were hoping for?

To some extent, but the current issues in the world have had a detrimental effect

What could they have done better?

Nothing as far as I know

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

My wife and I needed an advisor to help us navigate the maze of pensions' advice offered through our pension providers. We wanted to retire and needed an adviser to help me choose the right options for me and my wife.

How has Donna Robertson helped you?

Donna explained all the options to us clearly and without jargon. She took care to listen to our needs, circumstances and concerns. Donna made sure to tailor a plan specifically to our life. At no point were we pressurised into signing. Plenty of time was booked in at each appointment so that all points could be explained if needed. Donna and Jenny were easy to talk to, providing a professional, but personal service.

Have you seen the outcome you were hoping for?

Yes, we are now receiving a regular income from our pension pot, we have used some of our drawdown facility and are enjoying our retirement. We are both reassured that any further help we need is only a phonecall away.

What could they have done better?

We were both very satisfied with the service provided.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

Information about pension options.

How has Donna Robertson helped you?

With the above, great advise, clear and concise, making things easy to understand.

Have you seen the outcome you were hoping for?

Yes, I've a plan for the future.

What could they have done better?

Nothing that springs to mind.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

I wanted to retire at the end of 2022.

How has Donna Robertson helped you?

Donna has helped my wife and I to navigate the minefield (to us) of pension options. Donna explained every option very clearly and patiently. Very importantly, Donna gave us time to consider our options and we never felt pressurised to accept her advice. We know that Donna or Jenny are there to help us if we ever need advice, or are worried about anything.

Have you seen the outcome you were hoping for?

Yes. We now have a pension providing our required income, a sum to drawdown if needed and advice if required.

What could they have done better?

We are completely satisfied with Rosewood's service.

Review from verified client

January, 2023

Overall

Service

Advice

Value

Based in Nottinghamshire

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

Early retirement

How has Donna Robertson helped you?

She has helped me retire at the age of 59

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Advertised that they can support early retirement

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

My wife's pension scheme was being sold off. Donna orchestrated the transfer out into a private scheme.

How has Donna Robertson helped you?

Donna Robertson set up a drawdown scheme, for when my wife was 55. Everything was done expertly, professionally and seamlessly.

Have you seen the outcome you were hoping for?

Yes, everything was perfect. The scheme set up, administration and advice.

What could they have done better?

In one word. No.

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed advice about my personal pensions.

How has Donna Robertson helped you?

Donna advised me about my pensions and helped me to retire at aged 60.

Have you seen the outcome you were hoping for?

Yes. I am very pleased with the outcome.

What could they have done better?

Nothing. Nothing is to much trouble and Donna's knowledge about pensions is exceptional.

Repeat review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Cornwall

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna keeps me updated with any relevant updates. She is very professional whilst still being friendly & approachable.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Coming up for retirement and wanting to find out about our ootions

How has Donna Robertson helped you?

Reassured us and helped maximise our retirement income

Have you seen the outcome you were hoping for?

Not yet retired

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Looking for early retirement

How has Donna Robertson helped you?

First class advice. Extremely knowledgeable and friendly service

Have you seen the outcome you were hoping for?

Yes. Very happy with outcome

What could they have done better?

Can't think of anything really

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Wanted advice on pensions as we are approaching retirement.

How has Donna Robertson helped you?

Helped plan the next few years in order to achieve our goals of retiring early.

Have you seen the outcome you were hoping for?

Yes we are pleased with the advice received.

What could they have done better?

Nothing - everything was carefully explained and all the paperwork was carried out smoothly.

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

yes

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Coming up to retirement

How has Donna Robertson helped you?

Donna helped me to consolidate my 4 separate pension funds into one drawdown fund ready for my retirement, hopefully increasing the value of my retirement pot at retirement in the process.

Have you seen the outcome you were hoping for?

Partially

What could they have done better?

Been cheaper, but that’s cause I’m a skinflint ?

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Needing advice on managing my pensions and how to get the best out of them

How has Donna Robertson helped you?

Reviewed my financial position and what I want to achieve. Provided professional advice and recommendations based on this.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - excellent throughout

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lincolnshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Just a brilliant service ,friendly and so glad I went to her Would highly recommend

Review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

I need my company pensions to perform better

How has Donna Robertson helped you?

Donna explained all the options relevant to me in great detail. All questions were answered in a plain comprehensive manner. This made my decision making easy to proceed.

Have you seen the outcome you were hoping for?

It will take time to see the results…

What could they have done better?

Nothing comes to mind.

Repeat review from verified client

October, 2022

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

I don't think we have had contact since my last review

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Poor forecasts from my pensions, I needed to amalgamate several pension pots

How has Donna Robertson helped you?

Donna has been able to consolidate several pensions into a portfolio with income release

Have you seen the outcome you were hoping for?

More than i expected

What could they have done better?

I can't see how Donna could improve the high standard she maintains

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

In three years time I will be 60. I wanted to prepare my finances for this milestone and understand if this would actually be possible. I had no idea if I could afford to retire and decided that I would need some expert advice from a qualified financial advisor.

How has Donna Robertson helped you?

Donna has done everything and more I could have wished. Donna took the time to understand my situation and what investments I already had to make a proposal based on my risk score. Donna and her colleague Jenny have communicated every piece of information to me in writing and a the level of communication has given me confidence that I am dealing with a professional business. Donna has developed a package of investments for me which I'm really hoping do well. I hope to have a happy and prosperous relationship with Rosewood over the coming years

Have you seen the outcome you were hoping for?

In terms of increasing my investment it is to early to say and I understand that this will be based not only on Donna's expertise but on world events that impact the stock and pension markets. I am happy with the current outcomes such as communication, documentation and access to the investment portal.

What could they have done better?

I am unable to suggest anything that could have been done better as I have no experience of working with other financial advisors. However, to date I am very happy with our working relationship and have no reason to think that this will change.

Repeat review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Always provides a good service and advice.

Review from verified client

August, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Aviva pension loosing money

How has Donna Robertson helped you?

Advised on best options but also explained everything very clearly

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I was very happy with the service

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Lancashire

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

Looking to invest

How has Donna Robertson helped you?

Donna helped me start an ISA Portfolio

Have you seen the outcome you were hoping for?

Currently yes but only time will tell if the investment portfolio was successful

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

It became my responsibility to invest inheritance received on behalf of my children, which has the potential to positively influence their futures when they reach the required age to receive it.

How has Donna Robertson helped you?

Donna talked me through all the options, highlighting the positives and negatives of certain actions and advising on what she felt would be the best course of action whilst at the same time listening to my requirements and concerns. Donna never forced her opinion and was always accepting of my requirements which I found very reassuring. The discussions ended with me agreeing with Donna's advice on where would be a safe but also growing fund for the cash.

Have you seen the outcome you were hoping for?

Being a long term investment only time will tell but I am more than comfortable that the investment is in the right place thanks to Donna's advice.

What could they have done better?

Nothing, both Donna and Jenny answered all questions either by phone or email timely and were always available for any queries or concerns I had with the investment.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

We needed to consolidate savings and required sound financial advice.

How has Donna Robertson helped you?

Donna has completely reviewed our situation and realigned our finances.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

We are extremely satisfied.

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Discussing retirement

How has Donna Robertson helped you?

Set up private pension, advice on income and retirement plans

Have you seen the outcome you were hoping for?

yes

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

To be able to access my private pension funds with a view to draw down as and when I need funds.

How has Donna Robertson helped you?

Donna analysed my current financial status and advised me of the best possible option.

Have you seen the outcome you were hoping for?

Everything that I was hoping for was achieved.

What could they have done better?

I received the best possible advice in a every relaxed and reassuring manner.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

I had a pension lump sum

How has Donna Robertson helped you?

Helped me and my wife set up 2 Stocks and shares ISA

Have you seen the outcome you were hoping for?

No

What could they have done better?

Nothing , it's just market forces and the war in Ukraine

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

I’m self employed and needed pension advice.

How has Donna Robertson helped you?

Donna provides understandable information and delivers this in layman’s terms, which is great for someone with a non-mathematical brain!

Have you seen the outcome you were hoping for?

Too early to tell

What could they have done better?

Nothing. Everything is delivered at the correct level.

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Planning for retirement.

How has Donna Robertson helped you?

Donna reviewed our retirement target plans vs our assets and proposed a strategy to support it via pension transfers and savings investment.

Have you seen the outcome you were hoping for?

Not yet, it’s too early to assess.

What could they have done better?

Nothing to note and raise.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Change of circumstances and retirement/health

How has Donna Robertson helped you?

Donne, has taken into account my individual circumstances, my goals and dreams, and overall plan and devised best action

Have you seen the outcome you were hoping for?

Too early, just started

Repeat review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Kept in touch with all my questions

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Approaching 55 and have a need to review Pension Provision and options for funding a house extension.

How has Donna Robertson helped you?

Donna has been fabulous from the first meeting. An honest overview and appraisal of my circumstances followed by clear advice and plans to deliver my wishes.

Have you seen the outcome you were hoping for?

Plans are now in place to deliver objectives

What could they have done better?

Absolutely nothing

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

Early retirement

How has Donna Robertson helped you?

Advice on pension

Have you seen the outcome you were hoping for?

Hopefully

What could they have done better?

Nothing

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Retirement

How has Donna Robertson helped you?

Retirement advice and financial planning.

Have you seen the outcome you were hoping for?

Early days yet as pension transfers have only just been completed. Hoping for the best outcome in these uncertain times

What could they have done better?

Donna is very professional and takes the time to explain things to you in easy to understand manner. I would not hesitate to recommend her to anyone.

Repeat review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Sound advice particularly during recent challenging times.

Repeat review from verified client

May, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Reassurance about the decisions I'm making. Continued sound advice. Remarkably speedy response to queries.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in West Midlands

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

wasn't sure of the best way to invest savings

How has Donna Robertson helped you?

I hope so probably too early to tell sue to the current market situation

Have you seen the outcome you were hoping for?

Not yet

What could they have done better?

Nothing really

Review from verified client

April, 2022

Overall

Advice

Service

Value

Based in South Yorkshire

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

I had several old pensions which Donna managed to pull together and make it easier to track

How has Donna Robertson helped you?

She has put a package together where all my finances are in one place, easy to track and available at any time

Have you seen the outcome you were hoping for?

We are very happy with the results

What could they have done better?

Donna has been first class throughout. She is approachable, easy to understand and explains things very clearly. I would recommend Donna to anyone looking for financial advice

Review from verified client

March, 2022

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed advice on a frozen pension and possible transfer into current pension.

How has Donna Robertson helped you?

Yes, the help was faultless, from initial meeting until the final transfer.

Have you seen the outcome you were hoping for?

Yes, very much so. Hopefully the money that was in the frozen pension will perform much better.

What could they have done better?

Nothing, everything was excellent.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I needed an up to date review of my personal pension.

How has Donna Robertson helped you?

Donna did all the relevant work for me to make sure my pension was going to the right provider for my current and future circumstances.

Have you seen the outcome you were hoping for?

Yes, I feel that I now my pension is being managed in the right hands.

What could they have done better?

They couldn't have done more for me, everything has been smooth and hassle free.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Donna

Donna and her team are extremely friendly and helpful. Our circumstances changed during the process and Donna was very honest in her advice. I would, and have, recommend her to anyone.

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Donna

Donna was reassuring, extremely helpful, honest in her opinions and professional.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I needed someone to help me with work and personal pensions

How has Donna Robertson helped you?

Donna and the team amalgamated my various frozen pensions into one really forward thinking pension She also gibes me advice and regular reviews

Have you seen the outcome you were hoping for?

Yes very positive

What could they have done better?

No im very happy and would recommend highly

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Nottinghamshire

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

i wanted to transfer my 2 pensions, from my works pension scheme to one run by a company advised by Donna Robertson.

How has Donna Robertson helped you?

Donna did all the necessary work to transfer my pensions over.

Have you seen the outcome you were hoping for?

yes. everything was transferred very smoothly. i am very very pleased with the outcome.

What could they have done better?

Nothing. I do not think anything could have been done any better. I am extremely pleased.

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

She knows what she's doing and it's great that our money is being managed without us having to think about it.

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

We had our annual review in which Donna was her usual approachable & helpful self.

Review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

We are either retired or near retiring and wanted some advice on how to make our money work better for us.

How has Donna Robertson helped you?

Going through stages of investments and savings

Have you seen the outcome you were hoping for?

Its too soon to say

What could they have done better?

N/A

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Wanting to consolidate pensions.

How has Donna Robertson helped you?

Reviewed my circumstances and put a proposal forward.

Have you seen the outcome you were hoping for?

Yes - new pension plan in place.

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Again Donna explains thing simply, knows what she is doing and is able to explain it well. We are happy and comfortable with the whole experience and always recommend Donna to anyone we know looking for advice

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Wished to invest some of my monthly income and receive a reasonable return on it.

How has Donna Robertson helped you?

She talked through the options and explained how risk applied. A full analysis of income and outgoings was done together with an analysis of my risk profile. My existing investments were reviewed and decisions made on their future. An investment Company was selected together with suitable financial products and these were put into place for my ongoing investments.

Have you seen the outcome you were hoping for?

There has not been enough time to see this yet.

What could they have done better?

Nothing. Amateurs are in the hands of professionals when it comes to investing and Donna provided me with superb advice and help in this very complex area.

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

I have managed to have a face to face pension review since lockdown

Repeat review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Lincolnshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Always quick to respond to my queries, Could not wish for a better advisor

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Along with my regular financial review I requested advice from Donna about my income protection which she set up for me a few years ago. Following a career change I expected the policy would be cancelled. Donna reassured me and patiently went through possible outcomes, kindly arranging the necessary. I have complete confidence in leaving my financial needs in Donna's capable hands

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna has consolidated my savings and Has explained things clearly . I now know exactly what money I have where and how to access it. Also I have made a good amount of money

Review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Wanting pension advise to plan my retirement and maintain a good standard of living

How has Donna Robertson helped you?

Donna explained the options available to me and advised which best met my requirements and how to make my current pension plans to work better for me

Have you seen the outcome you were hoping for?

Yes

Repeat review from verified client

August, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Continued to provide a great service.

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Donna

I like the fact I was able to talk to Donna personally and not all by email. She provided excellent analysis of our situation and explained findings very clearly

First impression from a user who is not yet a client

July, 2021

Overall

Please provide a brief comment about your experience with Donna

Donna has provided an excellent personal service since first point of contact and her analysis of our current situation and needs is very helpful.

Repeat review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna has been very informative about the highs and lows of the market over the last year due to the coronavirus pandemic and reassured me

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Planning for retirement

How has Donna Robertson helped you?

Consolidated pensions and provided a plan for retirement.

Have you seen the outcome you were hoping for?

Pension transfer carried out.

What could they have done better?

Early days, but all seems on track.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

The need to make sure I would be secure for retirement and to check how to make best use of my savings.

How has Donna Robertson helped you?

She talked me through everything, discussed the future, found me the best way to go forward and set everything up for me.

Have you seen the outcome you were hoping for?

Yes, totally, probably more than I was hoping for.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Having a final salary lump sum and wanted to look to invest some of it

How has Donna Robertson helped you?

She gave me and my wife a full financial audit with what I said my aims were.

Have you seen the outcome you were hoping for?

Cant really answer this as our investments have only just started.

What could they have done better?

Nothing really, all that I asked for was provided

Repeat review from verified client

June, 2021

Overall

Advice

Value

Service

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

I have been kept up to date and my investment was reviewed in a timely manner. Any changes were taken into account and information forwarded to me electronically. I am able to contact Donna at any time I feel the need to regarding my pension.

Repeat review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna is always very quick at getting back to your questions, and looks at the bigger picture so as not to have all your eggs in one basket. Donna takes her role seriously and cares about the eventual outcome of the products and in my case my future pension potential. You cannot go wrong using Donna Robertson for your pension and other financial matters.

Repeat review from verified client

May, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

I have been given a full and precise explanation on how my funds are performing and further discussions on future investments.

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in South Yorkshire

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

Wanted to invest for the future

How has Donna Robertson helped you?

Donna was thorough in searching the market for products that met my needs. She was unfailingly patient in explaining products and the reasons for her recommendations, not minding if she had to go over something several times! She is empathetic and anticipates your needs and understands both the market and her clients. Also, Donna returns emails and phone calls promptly. I have no hesitation in highly recommending her to anyone, whatever their financial needs.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

May, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

Retirement

How has Donna Robertson helped you?

Advice given for drawing pensions, tax implications and investments

Have you seen the outcome you were hoping for?

Yes

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in West Midlands

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

Needed to find the best option to invest savings and advice on pensions

How has Donna Robertson helped you?

She gave advice on current pensions and what the best options were and also a better option for savings

Have you seen the outcome you were hoping for?

Not yet as only switched investments in the last few months

What could they have done better?

Nothing really, everything was done professionally and efficiently

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Donna

Quick to follow up initial contact, polite, down to earth, took the time to explain things fully and didn’t rush through anything. Would definitely recommend

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

I looked for financial advise because I wanted he[p to get the best pension for me

How has Donna Robertson helped you?

Donna gave me very good advice to transfer two pensions into one

Have you seen the outcome you were hoping for?

Yes I am very pleased outcome

What could they have done better?

Nothing

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Not had a review for years

How has Donna Robertson helped you?

Went through what we had and what we wanted for the future

Have you seen the outcome you were hoping for?

Yes we now have a plan

What could they have done better?

Nothing

Repeat review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Yes, I had a yearly review with Donna over the phone

Repeat review from verified client

February, 2021

Overall

Value

Service

Advice

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Conformation that my investment is on track to provide me a regular income.

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Donna

Very good service

First impression from a user who is not yet a client

January, 2021

Overall

Please provide a brief comment about your experience with Donna

Friendly helpful advice which was clear and concise.

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Derbyshire

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

We are self-employed and were concerned about having adequate provision for retirement

How has Donna Robertson helped you?

Donna is very personable and easy to work with. She explains things well and put us at our ease. She was able to consolidate our existing pensions and come up with a plan for us to ensure we have adequate income in retirement.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing really.

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

As stated before, Donna is always available for advice & nothing is too much trouble. Her knowledge of products & financial matters always spot on.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Requiring a private pension.

How has Donna Robertson helped you?

By creating a pension which suited my requirements

Have you seen the outcome you were hoping for?

I have only just started the pension, everything so far has gone well

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Following changes in my employment I needed a review of my circumstances. I needed to secure my future retirement.

How has Donna Robertson helped you?

Donna took time to find out what I needed, she asked clarifying questions and was able to give me professional advice that lead to outcomes I had not considered that were certainly to my benefit.

Have you seen the outcome you were hoping for?

Indeed I have. It has been most satisfactory.

What could they have done better?

I can't think of anything. Donna was punctual, organised, polite, knowledgeable and reactive to my needs. Any query was dealt with by Donna herself in a timely and professional manner

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

We had different kinds of pension funds in multiple places and Donna was able to guide and advise how to simplify and rearrange our affairs in language that we were able to understand and have confidence in.

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I needed help finding me a new pension provider that would have all the features I needed to help me through a slightly difficult financial period

How has Donna Robertson helped you?

Donna found me a new pension that allowed me to to everything I needed now and in the future

Have you seen the outcome you were hoping for?

Yes and I will be using her services for more help with my investments in the new year

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna explains everything easily and advices adequately to our satisfaction

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Donna

Donna responded to an enquiry I had placed for a financial advisor re pensions, she was very helpful during our telephone and I will be contacting her in the near future to discuss my requirements in more detail.

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Donna

Needed some quick advice about pensions, Donna got back to us very quickly. We are awaiting our position to clarify before we proceed.

Repeat review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Annual review of my Pension

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Insurance policy had matured Donna was recommended by a couple of my friends

How has Donna Robertson helped you?

She took over the management of the policy and sorted the best easy for me to rehearse and utilise the money due to me

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Nothing the service was excellent from start to finish

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna is able to explain things in a clear and easy to understand way which enables us to understand exactly what is going on and where we are. She is easy to deal with and down to earth

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

I wanted to utilise fully my 44 years of pension contributions

How has Donna Robertson helped you?

Donna explained in detail the options I had open to me

Have you seen the outcome you were hoping for?

It’s early days so I cannot comment yet

What could they have done better?

I don’t think Donna could have done any more in the current climate with the COVID issues. I would have preferred face to face meetings, but meetings were held via face time.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Lincolnshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna has helped me so much since my last review and has been constantly looking after My best interests. Couldn’t wish for more. Thank you Donna!!

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed to plan for my retirement and besides my company pension I had a couple of dormant pension plans that I didn't know what to do with.

How has Donna Robertson helped you?

Donna helped me by providing sound advice regarding my dormant pension plans, I have now invested the value of these elsewhere along with some extra monthly contributions.

Have you seen the outcome you were hoping for?

It's too soon to tell but I have family and friends who also employ Donna's services and they are very happy with the performance of their investments.

What could they have done better?

I found Donna to be friendly, thorough and honest with her advice. I can't think how she could have improved her service. I've had my company pension for almost 25 years and the now dormant ones considerably longer, I'm not pension savvy hence I turned to her for advice.

Repeat review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna continues to provide excellent help and advice in a friendly, approachable manner. Nothing is too much trouble for her and she is always prompt and efficient. All reasons why I have trusted Donna with my finances for many years.

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

I have recently retired and had money in all sorts if places eg ISAs, low interest savings accounts and wanted to put my money where it would work harder for me. Donna came highly recommended by a friend

How has Donna Robertson helped you?

She explained very clearly what she could do and made no exaggerated claims about what my money would do and worked on a plan that fitted in with the level of risk I was prepared to take

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing really. Things were explained clearly and I was not rushed Having spoken to Donna and her colleague i decided not to go ahead with Equity Release at this moment. I had been pretty set on it but having had it explained to me I have decided to put it off

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Consolidate investments with a view to possible early retirement

How has Donna Robertson helped you?

Donna reviewed our financial situation, assessed our risk profile and found suitable investment products to suit our needs.

Have you seen the outcome you were hoping for?

Early days yetas Covid 19 is upsetting business markets.

What could they have done better?

Donna was very professional and put us at ease throughout the process. We have every confidence in her advice.

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Starting up an investment portfolio for my Son

How has Donna Robertson helped you?

Took onboard our goals and researched the options for us to achieve them whilst mitigating as much risk as possible

Have you seen the outcome you were hoping for?

Initially yes

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Looking to invest a large sum of money for my Son

How has Donna Robertson helped you?

Found me the best investment plan for my Son. Gave good clear advise

Have you seen the outcome you were hoping for?

Not yet as it's a long term plan but very happy with Donna.

What could they have done better?

Nothing happy with all of the service provided.

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Donna

Friendly and professional.

First impression from a user who is not yet a client

August, 2020

Overall

Please provide a brief comment about your experience with Donna

Excellent meeting. Donna was very helpful and informative. Definitely a forerunner in my choosing a financial planner!

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Needed help to transfer a pension account and investment advice, for impending retirement.

How has Donna Robertson helped you?

Offered suggestions about pension and other monies in order to provide a suitable retirement income. Donna explained everything in a clear and concise manner , was professional, and always returned phone calls when necessary.

Have you seen the outcome you were hoping for?

Not yet. Plan still in its infancy.

What could they have done better?

Donna could not have improved on the service, bearing in mind the added complications of COVID 19 , communication was still at a high standard.

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

To transfer some pensions into investments

How has Donna Robertson helped you?

Donna is great at explaining things and keeps us informed at all times how things are doing

Have you seen the outcome you were hoping for?

Yes very pleased

What could they have done better?

We don’t think Donna could do anymore than she is doing already

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Donna

She were very helpful and friendly and she explained everything to me that I need to no.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Donna

All excellent..

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Donna

Only had a brief chat with Shannan.

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

I have been a client for 3years now and found Donna to be professional, honest and explain things in a clear to understand pleasant manner who is always available if I ever need to get in touch with her for any reason at all , which has never arisen.

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna has, in my opinion, gone a lot further than she needed to in order to keep me informed of what was happening in the current situation, and that even though she had to adapt her working procedures, that she was still there if needed.

Repeat review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Northamptonshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Kept me informed regarding my pension during the last 12 months would recommend Donna to any one who needs help with pensions and investments

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Being self employed I needed guidance on which pension would best suit my situation. I have pensions from previous employment going back many years and wanted to bring them together where possible. I also required advice on how best to invest a lump sum following a property sale.

How has Donna Robertson helped you?

Donna identified the best pension for my needs and the contributions required to give me the right level of income upon retirement. She pulled together other pensions where possible to give me a less cluttered pension plan and a clear idea of what income was possible as well as explaining the possibility of there being less income depending on the market values at the time of retirement. I also received advice on savings accounts to consider.

Have you seen the outcome you were hoping for?

Yes, easy to understand information presented professionally in plain English both in person and in printed format. Regular emails to keep me updated on progress or to request additional information.

What could they have done better?

So far everything has met my expectations, there has been nothing that I felt needed to be done differently.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Looking for somewhere to invest a small contracted out pension

How has Donna Robertson helped you?

Always helpful and gets the best possible products for the circumstances. She completes everything from start to finish & is always professional. Always a pleasure to deal with.

Have you seen the outcome you were hoping for?

Yes couldn’t have asked for better service

What could they have done better?

Nothing, everything from start to finish was perfect

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

Reaching retirement with multiple pension pots.

How has Donna Robertson helped you?

She looked at all my pots, worked out how to get the most out of all of them and that I could retire on enough money.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, very happy with the service we received.

Review from verified client

May, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

I had received a lump of cash from a pension that I wanted to invest

How has Donna Robertson helped you?

Donna help with all the documentation and investments

Have you seen the outcome you were hoping for?

early days and difficult times but this is for a long term investment

What could they have done better?

Personally I was more than happy with the way the whole process went and could not of expected anything better

Repeat review from verified client

May, 2020

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

She has helped us greatly by simplifying and organising our finances in a much better way, keeping us up to date with progress and explaining clearly what was happening at every stage, so whereas at one time there were a few concerns about how things would turn out, everything is now fine.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Over the years I had accumulated various pensions with various providers, I wanted to look at amalgamating these to better the returns and to 'tidy' up the administration of these.

How has Donna Robertson helped you?

Donna initially identified my needs and looked into my existing plans making the relevant recommendations, Donna talked through all the areas in detail and ensured I was happy to proceed with the recommendations before proceeding. the whole process was very efficient and I was particularly impressed with the compliance areas such as the clear desk policy in the office when I visited.

Have you seen the outcome you were hoping for?

This was all very recent however it has so far combined the portfolio into a more manageable one and the pension recommended seems to promise more benefits long term.

What could they have done better?

At this moment in time I cannot think of anything as such apart from maybe discussing more detail around future projections for what I needed to save in order to achieve a minimum required income however I plan to look at this in the first review in more detail. This initial part was to amalgamate the plans where possible as a starting point.

Review from verified client

April, 2020

Overall

Value

Service

Advice

Based in Derbyshire

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

planning for an earlier retirement

How has Donna Robertson helped you?

Visiting Donna enabled me to consolidate & understand exactly what i needed to do to bring forward retirement & build on my savings to support it. Donna was very thorough in clarifying my goals, situation & investment risk levels prior to presenting any options to consider.

Have you seen the outcome you were hoping for?

My first investment was meeting targeted gains, unfortunately had to withdraw to support a family situation. I have recently invested a significant amount which i am confident will deliver benefits if left to grow in the capable hands of Rosewood wealth.

What could they have done better?

Very happy with the service, the small team are professional, communicate well, prepared & always try to be as flexible as possible to support appointments which is very helpful when you travel for a living.

Review from verified client

April, 2020

Overall

Service

Advice

Value

Based in Lincolnshire

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

Follow up review

How has Donna Robertson helped you?

Follow up review

Have you seen the outcome you were hoping for?

My recent review encapsulated all that I had come to expect from Donna in terms of professionalism and understanding of my finances and risk level, all provided with that personal touch she is renowned for.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Yorkshire

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

Advice from my sister.

How has Donna Robertson helped you?

By advising me on pension options.

Have you seen the outcome you were hoping for?

Its early days, but I am confident that the advice I was given will bear fruit.

What could they have done better?

Nothing really I am very happy with service I received. I am very happy with the service

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Having taken early retirement, I needed advice on how best to decide how much of my pension to take now and how much to invest.

How has Donna Robertson helped you?

Donna was able to explain (with great clarity) ways of maintaining a monthly income along with making investments that match my attitude to risk.

Have you seen the outcome you were hoping for?

Once I had decided on which of her recommended routes to take, Donna was quick and efficient in setting things up.

What could they have done better?

I can’t think of anything that would have improved my experience. Donna explained things very simply and clearly, she is professional and knowledgeable whilst being extremely friendly. An added bonus is that her offices are very well located and are stylishly designed.

First impression from a user who is not yet a client

March, 2020

Overall

Please provide a brief comment about your experience with Donna

Unfortunately an urgent appointment was not possible so I had to search for someone else who could meet with me after 6pm.

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

For help on retirement investment

How has Donna Robertson helped you?

To help my money work harder for my retirement

Have you seen the outcome you were hoping for?

No not yet, too early

What could they have done better?

No not really

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

We were looking for independent advice as to the beat options for savings and transferring pensions to ensure the best return.

How has Donna Robertson helped you?

Donna explained all the options in a clear manner and was keen to make sure we understood all the options available. She helped to make what can be a very confusing process much easier. At no time did we ever feel under any pressure to take the advice that Donna offered to us.

Have you seen the outcome you were hoping for?

It is too early to see any return on investment but Donna the review Donna offered was beyond what we were expecting.

What could they have done better?

At this time, I don’t feel there is anything.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Derbyshire

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

Retirement

How has Donna Robertson helped you?

Advised on investment options for best future returns.

Have you seen the outcome you were hoping for?

Too early tell. Still in the process of combining investments.

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna, who has been the IFA I have worked with for retirement planning over the last 5 years, has now set up her own company. It was quite natural for me to continue working with her as the level of advice and support I have received has always been excellent. She's very knowledgeable and works diligently to manage a portfolio of pension, ISA and OEIC investments, giving advice on how to get the best tax efficiencies and returns for retirement. My circumstances recently changed through redundancy, then I set up up my own business and, despite all the changes, I feel she's one-step-ahead to make sure that my retirement goals are still on course. I'd recommend Donna to anyone who wants to make sure they're best prepared for the future. She's friendly, easy to talk to in confidence, and is passionate about her work.

Donna's reply

Thank you for your lovely words Chris. I really appreciate that you have taken time to do this.

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Always available & knowledgeable with any queries.

First impression from a user who is not yet a client

December, 2019

Overall

Please provide a brief comment about your experience with Donna

Met with Donna's partner Shannan who has been very helpful so far

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Gwynedd

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Providing a clear, reliable and trustworthy service.

Repeat review from verified client

December, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

I have continued to use Donna and I continue to be completely happy with the service she provides. My circumstances have changed and Donna has helped me to adjust my finances. She is the advisor that I recommend to family and friends.

Review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

I required advice other than annuity provision.

How has Donna Robertson helped you?

Donna provided easy to understand plain advice. She is very efficient and answers and any queries or concerns very quickly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I found everything excellent and could not criticise at all. Any concerns are usually dealt with by return. Could not ask for any more.

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna has taken all the worry away and now i dont have to think about pensions any more . Feels like a weight has been lifted.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Donna

Very friendly and clear about the services available during my initial consultation. No pressure and all information clearly explained and presented in a professional yet down to earth manner.

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Keeping me updated with how her new rosewood wealth management business is progressing and offering any advice i may require.

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

She has answered every query we have had to our satisfaction.

First impression from a user who is not yet a client

November, 2019

Overall

Please provide a brief comment about your experience with Donna

Donna explained the pension minefield to me in a very thorough and professional manner. Making sure I knew the options that are open to me. It is a huge decision, making the correct pension choice, but I will have no hesitation in trusting Donna to deal with my finances in retirement if I decide to withdraw my funds.

Donna's reply

Thank you so much for the kind words.

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna is always willing to help in any way she can. She has recently provided me with a Transfer value of my Pension for Divorce proceedings.

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna always follows through within actions we've agreed and notifies us when something has been done on our behalf. She is very pleasant and takes account of our concerns and ideas when giving us advice. She's always at the end of the phone if we need to speak to her in-between our meetings.

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna's communication has been excellent as usual in all aspects relating to my pensions. Highly recommended.

Repeat review from verified client

November, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Still gives great advice

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in South Yorkshire

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

I had several pensions with different providers that were not performing very well. Donna has put these into one place for me

How has Donna Robertson helped you?

consolidating my pensions and setting up savings accounts

Have you seen the outcome you were hoping for?

very happy with the result

What could they have done better?

Donna is very easy to talk to, knowledgeable and proffessional. I would be happy to recommend Donna to my family and friends

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna provided valuable help when transferring out of a pension scheme I had problems with into a consolidating pension scheme that she set up for me sometime ago.

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Derbyshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna has always kept up to date with any changes in my investments and pension accounts, on occasion when I have received obviously incorrect information from pension companies, I have contacted Donna and she has already noted and dealt with the issue. Very impressive!

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

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

Needed financial advice regarding my Pension,

How has Donna Robertson helped you?

She helped in so many ways,and sorted out my pensions with great advice, She even emailed me while she was on holiday and nothing is too much trouble. I am so glad I picked this lovely lady.

Have you seen the outcome you were hoping for?

I can honestly say YES, very pleased with her help.

What could they have done better?

Don't think anybody could do better.

Repeat review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Lincolnshire

This review is a follow-up review from a client who left a review previously.

How has Donna Robertson helped you since your last review?

Donna has continued to provide me with excellent counsel and I value her opinion and knowledge of the financial world very highly. She has spent the time getting to know me so she can advise accordingly and I know that should my situation change I can always call on her.

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

coming up to retiring.

How has Donna Robertson helped you?

explained completely how to understand pension forms but then expertly filled them in forr me!

Have you seen the outcome you were hoping for?

yes exactly as she predicted

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed a review of my private pension

How has Donna Robertson helped you?

By looking at my current pension and provider and finding a better option To

Have you seen the outcome you were hoping for?

To early to tell yet but if the service is anything to go by I think it will be as expected I can't think of anything

What could they have done better?

I can't think of anything

Review from verified client

September, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Looking for early retirement

How has Donna Robertson helped you?

By looking into my pensions , savings and Investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Donna has been excellent throughout the process.

Review from verified client

July, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I was to receive an inheritance and wished to invest.

How has Donna Robertson helped you?

With a vast amount of knowledge and patience she guided me through the whole process of investment, not once, but twice.

Have you seen the outcome you were hoping for?

It is early days, but I am very happy with the choices I have made so far.

What could they have done better?

There really was nothing she could have done better. Excellent service, far exceeded my expectations.

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Donna came highly recommended for pension advice

How has Donna Robertson helped you?

Donna was able to combine both our pensions and offer informative information for us to be able to make a decision on our future

Have you seen the outcome you were hoping for?

This will be ongoing for several years

What could they have done better?

At this moment in time Donna could have done anything better

Review from verified client

June, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

To crystallise a pension fund from a previous employer.

How has Donna Robertson helped you?

By continually persevering to achieve the result that I wanted even though there were a few problems along the way.

Have you seen the outcome you were hoping for?

Yes, it took a little longer than we anticipated, but we got the end result.

What could they have done better?

Donna could not have been more helpful. In my opinion she could have done no better. I would have no hesitation in recommending Donna to any-one for her knowledge and help.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Derbyshire

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

My previous advisor with whom my pension had been with did not keep me advised and the investment was just standing still.

How has Donna Robertson helped you?

I therefore shopped around and found that Donna understood what i was after and therefore i felt confident that she would keep me totally up to date on my investment

Have you seen the outcome you were hoping for?

To be honest not in my first year ,but i am aware that the markets are quite fickle at the moment due to the brexit issue.

What could they have done better?

Nothing really as i was very happy with the advice given at the time of me transferring my pension over.

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I am age 55 and wanted some good independent advice on my pension pots

How has Donna Robertson helped you?

Donna was very helpful and informative on my options for my pension funds and explained every thing in terms that i could understand

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Donna is very helpful and at the end of a phone or prompt with advice if needed so i can not fault her service

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Coming up too retirement age and wanted to sort out all me pensions out

How has Donna Robertson helped you?

Donna sorted out my pension and investments her advice was what I needed

Have you seen the outcome you were hoping for?

Yes I took early retirement

What could they have done better?

No donna did all she could do help

Review from verified client

May, 2019

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Investment of my SIPP Pension

How has Donna Robertson helped you?

Sorted everything out and kept me informed at all stages. Extremely helpful and professional whilst helping me understand all aspects of the process.

Have you seen the outcome you were hoping for?

Yes. The investment is made and although it's early days it is all going in the right direction.

What could they have done better?

At this stage nothing could have been improved upon, just wished I'd contacted my FA sooner.

First impression from a user who is not yet a client

January, 2019

Overall

Please provide a brief comment about your experience with Donna

clear, concise and professional.

Review from verified client

December, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

Wanted advice on a deferred pension scheme which didn't seem to be making very good returns

How has Donna Robertson helped you?

Gave advice on the all the options & advice on the one best suited to our situation

Have you seen the outcome you were hoping for?

Very early stages yet so to see how returns progress, hence the lower score given previously

What could they have done better?

Nothing really - Donna has always been extremely helpful & always arranged our appointments around our working patterns.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Donna

Everything has been excellent so far.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

funding for early retirement.

How has Donna Robertson helped you?

Donna produced an investment portfolio with funds transferred from pension accounts, to form a draw down pension.

Have you seen the outcome you were hoping for?

Yes: The help and advice Donna Robertson has given, has been informative, helpful and very positive. I am very happy with the whole process so far!.

What could they have done better?

Nothing! I cannot think of a better way Donna Robertson could have achieved my requirements.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Retirement in sight.

How has Donna Robertson helped you?

By consolidating some smaller pensions and setting up tax efficient investment.

Have you seen the outcome you were hoping for?

Perhaps a little early yet but going in the right direction.

What could they have done better?

We have no criticism what so ever of Donna's very professional service so it is difficult to make any suggestions.

Review from verified client

October, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

I was in a position through good fortune and planning to have a lump sum payment which needed to be invested wisely,together with my pensions and various ISA accounts I had here and there,.

How has Donna Robertson helped you?

Donna thoroughly looked through my entire portfolio and together with me worked out the best course of action to maximise the accounts at the risk I was prepared to take. I was happy with the advise that she suggested and went ahead earlier this year.

Have you seen the outcome you were hoping for?

At the moment it has been only 6 months since commencing,however a rise in portfolio value is quite noticeable long may it continue.

What could they have done better?

To be quite honest Donna was extremely efficient and put in place the changes quickly,it was the banks and pension providers on my original accounts that in some cases were a bit awkward in letting my business go elsewhere,however she persisted with them and sorted everything with very little intervention from myself

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was shortly retiring and also recently separated from my wife. My circumstances therefore dictated the need for a full financial review for the short term and to explore investment opportunities for the future.

How has Donna Robertson helped you?

Financial discussions can be complex and daunting at times, but Donna delivers her advice in a friendly and relaxed manner. She quickly established my best approach to the financial arrangements relating to my separation and investments based on my level of acceptable risk. After spending time identifying the most appropriate company to invest with Donna provided me with a detailed, yet easy to understand proposal covering all aspects of our discussions.

Have you seen the outcome you were hoping for?

Thanks to Donna I have met all my objectives as outlined to her at our initial meeting. My annuity and investments are in line with her original proposal but she is always assessing the market for improved performance and has recently moved my major investment to another platform. More importantly I have someone who I can contact whenever I have concerns or need advice at any time.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Nottinghamshire

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

my retirement is due in 6 months.

How has Donna Robertson helped you?

put all my pensions together so I know here they are and can see how they perform.

Have you seen the outcome you were hoping for?

yes I have.

What could they have done better?

not much more I was pleased with the way it was presented to me

Review from verified client

September, 2018

Overall

Service

Advice

Value

Based in Derbyshire

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

Investing savings.

How has Donna Robertson helped you?

Very helpfully guided me in the right direction, and explained things fully and clearly.

Have you seen the outcome you were hoping for?

Yes on the whole.

What could they have done better?

Donna Robertson is so good at her job I find it difficult to think how she could improve

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

To put my pensions in to 1.

How has Donna Robertson helped you?

Good.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

Private pension.

How has Donna Robertson helped you?

She advised me of how to manage my money.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing she gave me great advice.

Review from verified client

September, 2018

Overall

Service

Value

Advice

Based in South Yorkshire

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

Needed advice on a pension.

How has Donna Robertson helped you?

She provided good clear advice.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing really

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Donna

Donna is very knowledgeable and very easy to get on with, she answered all my questions regarding transferring my pension.

Review from verified client

September, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

My policy was not being managed correctly in my view by my previous advisor so i contacted Jones & Co and from the initial meeting i knew that i was going to see a lot more dedication and commitment to my investment from them.

How has Donna Robertson helped you?

Donna explained the areas of which she felt the policy could improve from a return prespective and she has done everything that was discussed and promised at our meetings.

Have you seen the outcome you were hoping for?

The policy has been moved onto a platform as we agreed but a little to early yet to see the outcome.

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Donna

donna's advice was clear and concise. donna provided an outline of my options, that we agreed; i should consider for the future

First impression from a user who is not yet a client

August, 2018

Overall

Please provide a brief comment about your experience with Donna

Very pleasant, open & honest in our initial meeting. She was professional & patient when dealing with our questions, which were probably basic/obvious to her.

First impression from a user who is not yet a client

June, 2018

Overall

Please provide a brief comment about your experience with Donna

Clear and to the point. Great service

First impression from a user who is not yet a client

April, 2018

Overall

Please provide a brief comment about your experience with Donna

Donna was very efficient and answered our questions very well

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

Need to consider long term retirement income.

How has Donna Robertson helped you?

She went out of her way to explain the the factors to consider and gave some examples using our own situation. All very professional.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

We do not think she could have done anything better.

Review from verified client

March, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

I went to Donna for advice on what the best way to manage a number of pension plan I had would be in order to get the best out of them in the future.

How has Donna Robertson helped you?

Donna went through each of my plans and provided advice on my options and what I could in order to get the best out of each.

Have you seen the outcome you were hoping for?

Yes completely.

What could they have done better?

Nothing, everything was explained clearly so that I could make the best decision for myself and my circumstances.

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Derbyshire

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

I was looking to transfer funds in an AVCs scheme and was looking for an independent financial adviser that could help and advise me.

How has Donna Robertson helped you?

I found Donna Robertson understood my needs very quickly, was very professional but at the same time helpful. Donna suggested a possible course of action that I had not considered nor mentioned by other advisers which I thought was helpful, honest and a person who understood the market well.

Have you seen the outcome you were hoping for?

In the end I decided not to use Donna because of price but I feel that I may contact Donna next time I need financial advice because of the service offered. I must add at no time did Donna chase me after our phone conversation to see if I had made a decision. I hate being pestered to make a quick decision on such important matters.

What could they have done better?

I really do not think Donna could have done any more. I would recommend Donna to others simply because of her and her staff's approach.

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Donna

Met with Donna within a week of finding her company on vouchedfor,had a really great first meeting,she explained everything that she could offer us,including the fees and future meetings going forward, Both my wife and I were very impressed with her presentation and she even touched on will making which she doesn’t do but recommend an excellent contact,nothing was to much trouble and the initial free half hour cancellation went on over an hour , Overall impression ...excellent

First impression from a user who is not yet a client

November, 2017

Overall

Please provide a brief comment about your experience with Donna

Donna certainly knows what she’s talking about and she was able to explain options availabile to me with great clarity. This being the case, I have asked Donna to provide me with a portfolio which she feels will meet my needs and expectations. I am actually very confident that Donna will provail and I will be asking Donna to be my financial advisor .

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Donna

Very professional and listens to customers wishes.

First impression from a user who is not yet a client

September, 2017

Overall

Please provide a brief comment about your experience with Donna

Very professional and listens to customers wishes.

Review from verified client

September, 2017

Overall

Advice

Service

Value

Based in Derbyshire

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

Looking to make the mos of my savings and use them to bring in an income along with tidying up my pension.

How has Donna Robertson helped you?

Understood my needs easily and gave good advice as to the way forward.

Have you seen the outcome you were hoping for?

Yes exceeded expectations.

What could they have done better?

Nothing obvious Donna managed to explain complex financial matters in an easy to understand way.

Review from verified client

August, 2017

Overall

Advice

Service

Value

Based in Derbyshire

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

My pensions have been dormant for a number of years and I wanted some advice so i knew how to plan from now going forward to ensure i am doing the correct investments and my money is in the correct portfolios.

How has Donna Robertson helped you?

We went through everything including all my pensions, outgoings, attitude to risk, when id like to retire etc - it was a thorough review of everything from top to bottom.

Have you seen the outcome you were hoping for?

So far the outcome is that we need to move all my current pensions (save one particular pension pot). Hopefully with this in place the outcomes will be seen later.

What could they have done better?

To be honest there wasn't anything i wasn't happy with. it was a very professional service. Donna made everything clear including all charges and I was very happy with the service provided. I hope that the ongoing service is just as good!

First impression from a user who is not yet a client

June, 2017

Overall

Please provide a brief comment about your experience with Donna

After contacting Donna via Vouched For Jodie phoned me within an hour to set up an appointment. Held initial meeting with Donna and she explained how she could help in simple terms. Gave me confidence that she would invest my money wisely and act in my best interests.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Nottinghamshire

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

requiring appraisal of present circumstances in terms of number of held pensions.

How has Donna Robertson helped you?

Donna helped my wife and with our appreciation of the present status of various pensions, including understanding key aspects of individual pension funds. She helped us to begin to start to consider strategies which will likely benefit us as we work towards retirement.

Have you seen the outcome you were hoping for?

I am clear on and very happy the advice received.

What could they have done better?

I enjoyed this experience immensely and at the moment can't really imagine how our consultation could've been any better.

First impression from a user who is not yet a client

June, 2017

Overall

Please provide a brief comment about your experience with Donna

Donna was very professional and I would not hesitate to recommend her.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in South Yorkshire

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

To provide some order to disorganised savings with overall view to long-term savings.

How has Donna Robertson helped you?

Performed an initial assessment of financial situation, current and future needs and attitude to risk. Evaluated and reported on a range of potential investment options and provided unbiased recommendations based on my situation. Subsequently provided annual reviews and managed my investment, taking account of the significant variations in my personal circumstances in intervening period. Donna is very approachable, explains things clearly, always replies to emails promptly and deals with any requests I have in a timely manner.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Derbyshire

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

Early retirement investment.

How has Donna Robertson helped you?

Advised on which investment was right for me.

Have you seen the outcome you were hoping for?

Early days but up to yet things seem fine.

What could they have done better?

Nothing I can think of , everything was explained clearly that I could understand.

Review from verified client

April, 2017

Overall

Advice

Service

Value

Based in Nottinghamshire

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

I was trying to transfer my defined benefit pension.

How has Donna Robertson helped you?

Donna explained in plain English what my options were and although this was not her specialist area she was able to give me the names of people who may be able to help.

Have you seen the outcome you were hoping for?

I understand a lot more about my options and will be contacting some of the people Donna told me about'.

What could they have done better?

Donna was really nice and helpful, I feel that she could not have done anything better than she did.

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Lincolnshire

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

I was retiring at the end of 2016 and needed advice on my pension options. Plus I wanted to explore opportunities for investment.

How has Donna Robertson helped you?

Donna took careful note of what I was looking to achieve then advised on the options that best suited, securing a better annuity for me and finding the right investment portfolio within my level of acceptable risk.

Have you seen the outcome you were hoping for?

The outcome is exactly in line with Donna's proposed solution.

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Donna

Only had the initial meeting, but happy enough to engage her services at that meeting.

Review from verified client

January, 2017

Overall

Advice

Service

Value

Based in Derbyshire

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

I was looking to consolidate a number of pensions into one platform that suits my risk profile and also to move a sum of cash to the best investment platform.

How has Donna Robertson helped you?

Donna went through all my circumstances and used the relevant risk profiling tools to help decide how best to meet my needs.

Have you seen the outcome you were hoping for?

Yes, definitely. peace of mind knowing that an expert has reviewed my situation.

What could they have done better?

I can't think of many things that could have been better. I guess for some, getting to the office during work hours may be a problem, perhaps some kind of video conference / Skype service would be handy. For me this wasn't an issue.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

I neede advice on my pension as I was nearing a date for policies to mature.

How has Donna Robertson helped you?

She helped me take a lump sum and reinvest my pension pot.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Donna was brilliant. She explained things to me (sometimes several times as it is complex and confusing). Donna helped me to put polices and investments in place to protect my future. She asked lots of questions so that I felt my situation and expectations were understood. I have no doubt about recommending her to my friends and family.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

I had worked with a different financial adviser for many years and their focus seemed to be Stocks and Shares ISAs but I wanted to look in depth at my Pension, trying to get things on track for the next 15 years. When it became clear that this was not their forte, I started to look for a new financial adviser. I researched around 10-12 and met up with half of them. It was soon clear that Donna was truly independent (some others were billed as IFAs, but were not). It was also clear that the level of service and charges were far more reasonable than some others.

How has Donna Robertson helped you?

Donna did an initial meeting followed by a more detailed analysis of my attitudes to investment, and my short, medium and long-term goals. She looked in depth at a range of Wrap Services and Providers and provided detailed reports on Pension investments and other savings such as ISAs and OEICs. The thing that became very apparent was the tailoring of the advice and her completely unbiased recommendations, looking at providers that allowed the range of investments, flexibility and very acceptable annual costs to build for the future.

Have you seen the outcome you were hoping for?

I have been extremely happy with Donna's service: the detail of advice, the independence and whole market approach, and, I must also say, the results. Donna and the team Jones & Co. work with are assessing and balancing the portfolio behind the scenes several times a year. This, and investing the right amounts with the right spread of risk, and using my carry forward allowances where possible too, means I have a growing confidence in my pension provisions... for the first time.

What could they have done better?

I really have no issues or complaints.

Review from verified client

December, 2016

Overall

Service

Value

Advice

Based in Derbyshire

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

For security and impartial advice.

How has Donna Robertson helped you?

With easy explanations.

Have you seen the outcome you were hoping for?

Yes and better.

What could they have done better?

Nothing

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in Nottinghamshire

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

Having a substantial pension due.

How has Donna Robertson helped you?

By advising on the best way to invest my pension.

Have you seen the outcome you were hoping for?

Not as yet as we've not had our yearly financial review yet.

What could they have done better?

Everything that we wanted to no was adequately answered so I'm not sure that anything could have been done better.

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

To consolidate 2 pension s.

How has Donna Robertson helped you?

Suggested a new pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing she was great

Review from verified client

December, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

I received lump sums that I needed to invest after a period of serious illness. I wanted no nonsense advice that I could understand.

How has Donna Robertson helped you?

Donna set out clearly what my options were and gave me all the time I needed both in her office and once I was at home, to think over her advice before I invested in her recommendations.

Have you seen the outcome you were hoping for?

I believe my investments are moving in the right direction.

What could they have done better?

Nothing that I can think of!

First impression from a user who is not yet a client

December, 2016

Overall

Please provide a brief comment about your experience with Donna

Arrived at the time she said she would. Spoke in language I could understand and was friendly and helpful.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

TO HAVE SECURITY IN LATER LIFE.

How has Donna Robertson helped you?

HAVING KNOWN DONNA FOR A GOOD FEW YEARS SHE HAS HELPED US TO SORT OUT OUR FINANCES FOR LATER ON.

Have you seen the outcome you were hoping for?

YES.

What could they have done better?

NOTHING . EVERYTHING AS BEEN SORTED TO OUR SATISFACTION

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

for advice concerning accessing a pension plan/pot,.

How has Donna Robertson helped you?

Donna and me looked at my requirements of my pension usage, and advised me with the most suitable options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing I can think, everything is satisfactory.

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

I have been with Donna for years, great service and advises me on my investments.

How has Donna Robertson helped you?

Review of my savings and investment.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No very satisfied, thank you

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

Change of job and becoming a company director.

How has Donna Robertson helped you?

Transferred pensions into a more suitable plan.

Have you seen the outcome you were hoping for?

No retiring for at least 10 years so this is a longer term investment.

What could they have done better?

Donna was very thorough

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

To obtain advice on consolidating pensions.

How has Donna Robertson helped you?

Preparing a portfolio to meet my needs.

Have you seen the outcome you were hoping for?

There's been stability in a volatile market.

What could they have done better?

Perhaps a six monthly update

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed to reassess my investments and my previous financial advisor had retired.

How has Donna Robertson helped you?

She looked at my current situation talked through with me what I needed from my investments and looked at the level of risk I was prepared to take then made recommendations for me to consider. She was very helpful and explained everything clearly yo me.

Have you seen the outcome you were hoping for?

Too soon to say yet as I only did this last month.

What could they have done better?

Nothing I was very satisfied

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

Having access to the whole of my Pension Pot meant I needed to know what was best to do with it.

How has Donna Robertson helped you?

She advised me on the best savings and investment opportunities for my money.

Have you seen the outcome you were hoping for?

Yes I believe it is working well.

What could they have done better?

Can't think of anything her service was excellent

Review from verified client

November, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

Early retirement options.

How has Donna Robertson helped you?

Gave me options to consider for early retirement, plus advice on improvement savings investments.

Have you seen the outcome you were hoping for?

early days but I was very satisfied with the service provided by Donna.

First impression from a user who is not yet a client

November, 2016

Overall

Please provide a brief comment about your experience with Donna

I thought Donna was excellent. She had a very easy, down to earth manner but projected herself very professionally. I am talking with other Financial Advisors as a benchmark, but so far, Donna is well in front.

First impression from a user who is not yet a client

September, 2016

Overall

Please provide a brief comment about your experience with Donna

Professional and knowledgeable.

First impression from a user who is not yet a client

August, 2016

Overall

Please provide a brief comment about your experience with Donna

Donna impressed me with her careful questions about my situation and plans for the future. She explained thoroughly her suggestions for how we might proceed. Donna was approachable and professional.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

i had little or no knowledge of what to do with my pension or how to invest or what to do with the policy after.

How has Donna Robertson helped you?

Donna help use through and explained how and what to do which was very helpful.

Have you seen the outcome you were hoping for?

yes.

What could they have done better?

could not be beter

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

My pension provider only offered an annuity and I wanted a drawdown pension, which required independent advice .

How has Donna Robertson helped you?

She did a thorough check on my financial position, and researched the market for the best provider for my requirements, weighed up the correct type of investments that suited my concerns about risk, and explained them clearly with the reasons why she came to that conclusion. It's a very complex area for most people and she guided me through it very well so that I trusted that guidance.

Have you seen the outcome you were hoping for?

Yes, and I was very satisfied with the outcome, the timescale she indicated was very accurate and the transfer was carried out efficiently, and Donna kept in touch at all times.

What could they have done better?

Maybe a biscuit with the cup of coffee ! :-)

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in Derbyshire

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

Nearing my 55th birthday so thinking of what I will have as retirement seems closer.

How has Donna Robertson helped you?

Gave clear information and made it easy to understand options.

Have you seen the outcome you were hoping for?

Too early yet.

What could they have done better?

Can't think of anything.

Review from verified client

May, 2016

Overall

Advice

Service

Value

Based in South Yorkshire

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

Drawdown and future investments.

How has Donna Robertson helped you?

To achieve my objectives efficiently and in a friendly manor.

Have you seen the outcome you were hoping for?

Thus far very much so.

What could they have done better?

NA

First impression from a user who is not yet a client

May, 2016

Overall

Please provide a brief comment about your experience with Donna

very professional on time and did what she said she was going to do. all in all no complaints what so ever

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Donna

Donna was very helpful and took care to ensure she understood what I was looking for. Difficult to score properly yet as Donna hasn't had the opportunity yet to advise based upon our initial meeting.

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Donna

We found very Donna very friendly and helpful, and she gave us some good advice. Thankyou

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Donna

Donna was very helpful and informative.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Donna

I only received a call from her where we fixed an appointment. I received a confirmatory mail. Not met with her yet.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Donna

I met Donna for the fist time this afternoon for the introductory meeting. It was friendly and informative meeting. I have not, as yet, had chance to digest the information provided but I felt the meeting was constructive and informative.

First impression from a user who is not yet a client

January, 2016

Overall

Please provide a brief comment about your experience with Donna

Thorough knowledge, and helping me sort the detail from the plethora of stuff I took with me!

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

I wanted to set up a Personal Pension Plan that offered a much broader range of investment choices than the limited funds I had with my poorly performing Stakeholder pension. I contacted a few financial advisers and speaking to Donna and having an initial free consultation, it was clear to me that she was genuinely independent and offered completely unbiased/'whole of market' advice. (Others who said they were independent, when I looked into it, were not truly independent). Also, the payment s seemed reasonable and not excessive. (Some advisers I had approached took huge commissions for the first year, Donna and JOnes & Co. do not).

How has Donna Robertson helped you?

Donna undertook a very thorough and detailed financial review and tailored the solution very much to my circumstances. Everything was very clearly communicated, detailed reports were generated, and the Pension plan presented seemed a clear winner on charges, platform breadth of choice and the user interface. Donna is easy to talk to, and communicates the technical parts very clearly.

Have you seen the outcome you were hoping for?

So far I am very happy with everything suggested and the Personal Pension Donna set up for me.

What could they have done better?

Really, at this stage, I have no negative feedback at all.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Nottinghamshire

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

We had sold an investment property and needed to invest the proceeds for income.

How has Donna Robertson helped you?

She was very understanding of our requirements and gave us good options for our investment.

Have you seen the outcome you were hoping for?

We have only just become clients so cannot comment but we are very satisfied with the service we have received so far.

What could they have done better?

Again we are very recent clients but Donna has been extremely helpful and attentive . Nothing needs to be done better in our opinion.

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Having spent many years neglecting my financial matters, I recently became a customer of Jones & Co. as I want to plan for the future. Needed a goal for retirement.

How has Donna Robertson helped you?

Donna’s commitment and support to me has been great I feel very comfortable discuss all issues relating to my pension. Donna was careful to ensure I was familiar with all the small print. Donna is very understanding of my lack of knowledge on pensions, I valued her advice.

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

Nothing, all was very professional and good from the very minute I walked into the office and was offers a cup of tea!!

Review from verified client

December, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

annual review.

How has Donna Robertson helped you?

to keep the best for our investments.

Have you seen the outcome you were hoping for?

not quite yet but hopefully will improve when market improves.

What could they have done better?

nothing that I know of

Review from verified client

November, 2015

Overall

Service

Value

Advice

Based in Nottinghamshire

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

Our pension was due to mature so we wanted advice on the best way to invest it.

How has Donna Robertson helped you?

By giving us advice on the things we asked and the best way to make the most out of our pension.

Have you seen the outcome you were hoping for?

We have decided the best way forward with Donnas help and hopefully it will be to a good decision.

What could they have done better?

We can honestly say that we think Donna couldn't have done anything better.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Transferring a pension pot to a provider who would give me what I wanted from my plan.

How has Donna Robertson helped you?

She searched the market to find the best deal to give me what I required and explained all the details of what happens under the new pension arrangements brought in by the govt.

Have you seen the outcome you were hoping for?

The transfer was completed and the fund now being managed for the future.

What could they have done better?

Nothing really, she was very thorough, explained everything clearly and went through the options available, a very pleasant experience overall.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Paying off mortgage so more money to invest monthly plus the need for pension advice.By.

How has Donna Robertson helped you?

By recommending products suitable for our needs.

Have you seen the outcome you were hoping for?

Just at the beginning of our investments with Jones and Co.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Disappointed with the low returns available from the high street banks. Did not know where to invest a spare sum of money.

How has Donna Robertson helped you?

Donna gave clear information on a variety of investment opportunities, spending time listening to and answering our questions.

Have you seen the outcome you were hoping for?

Since our original investment we have invested two more lump sums. We feel that the money is performing as well as can be expected.

What could they have done better?

Don't think there is anything that could have been done better. Donna is always available if we have any queries

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

to help us manage our savings for later life.

How has Donna Robertson helped you?

explained everything in simple terms.

Have you seen the outcome you were hoping for?

we are more than happy.

What could they have done better?

nothing , not knowing much about finances donna has taken care of everything giving us peace of mind

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Purchase of first property.

How has Donna Robertson helped you?

In every way possible. Donna was very supportive and gave me valued advice concerning all areas of the purchase of my first house. I couldn't of done it without her. She was brilliant and definitely worth every penny. Would definitely recommend her.

Have you seen the outcome you were hoping for?

Yes, I bought the house thanks to the advice Donna gave me!.

What could they have done better?

I honestly don't think she could of done more to help. She answered all my questions and when I wasn't sure broke things down into bite size chunks.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

New Buy to Let mortgage information.

How has Donna Robertson helped you?

Gave advice, found quotations, discussed pros and cons of the various mortgage options found and helped us select the one most suitable for us.

Have you seen the outcome you were hoping for?

Landlord and property owner. Very satisfied with outcome.

What could they have done better?

Everything was good for us. Communication is key and Donna was very communicative and always there at the end of the phone if we had any concerns or questions.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

was recommended by estate agent.

How has Donna Robertson helped you?

helped to find a great value mortgage based on my income.

Have you seen the outcome you were hoping for?

I was unable to see the transaction through.

What could they have done better?

let clients know if you will be away (annual leave etc) whilst working together.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

The need to consolidate debt into just one payment as poor financial decisions made in the past are having a negative effect on present day credit file and cash flow, so wished to get advice from a reputable source.

How has Donna Robertson helped you?

She found various mortgage products which looked extremely promising, but unfortunately due to a late payment made on a credit account last year, ultimately she was unable to assist us - so we are still in the same position, paying an obscene amount out of our income in interest which is causing the threat of further late payments to be incurred - so the chance of getting out of the financial mess we are in is slipping further and further away.

Have you seen the outcome you were hoping for?

No.

What could they have done better?

I was highly impressed with Donna, but her hands are tied by our situation. She was very empathetic and tried every option available for us. I would definitely recommend her and hope that we are able to use her services again, should our financial situation ever improve (probably through inheritance from elderly relatives) or hopefully a large lottery win!

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Consolidating pensions.

How has Donna Robertson helped you?

Moved to different funds.

Have you seen the outcome you were hoping for?

Haven't had a yearly report yet; still too early.

What could they have done better?

Everything was good; polite, friendly and helpful

Review from verified client

November, 2015

Overall

Value

Service

Advice

Based in Derbyshire

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

A recent 5 year income bond was redeemed and I seriously need to know how to re-invest this money to give me a regular income again. Overall with other plans I have invested I also wanted genuine good advice about the best way forward for any future investments. In other words I am looking for some help and positive advise for the way forward.

How has Donna Robertson helped you?

Donna listened to my concerns then asked me for all the relevant and necessary questions concerning all my savings and income. Gave me a sense of being treated on a personal level not another number. I found the 1st three questions at this time and stage of my contact with Donna not yet relevant at the top of this review however at this stage of my contact and outcome from meeting Donna hard to answer. Having said that I'm hopeful and sure the answer as I've already answered will be excellent for all.

Have you seen the outcome you were hoping for?

As yet I haven't had a follow up appointment or heard from Donna so I have no idea yet what the outcome will be. I am truthfully hoping the outcome will be favourable, do-able plus suit my needs.

What could they have done better?

Nothing at this stage.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Had money to invest towards a pension and Donna came recommended.

How has Donna Robertson helped you?

Advise with investing money.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

No happy with outcome so far

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

My personal pensions maturing, and didn't really know what to do with all the government changes.

How has Donna Robertson helped you?

Donna advised me of my options , we came to a decision that would help me to reinvest as I am still working so that for now my pension pot is still working for me the best way it can from a tax point of view,.

Have you seen the outcome you were hoping for?

Early days yet but many options are still open to me .

What could they have done better?

For me all was good , explained in laymens terms , easy to get appointments felt very comfortable and would not hesitate to pick up the phone and call Donna.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed them to sort my pensions.

How has Donna Robertson helped you?

She managed to sort my pensions out for me very easily.

Have you seen the outcome you were hoping for?

I now have my pensions sorted and I am very happy.

What could they have done better?

She could not have done anything better, she done everything for me

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

A forgoten pension came to fruition on my 60 th birthday and i didnt understand what choices i had.

How has Donna Robertson helped you?

As i was'nt desperate for the money at that time Donna pointed me towards a draw down option where the money could be invested and build . Then when i decide to retire the money can be moved into another existing pension pot. This was exactly what i needed otherwise i might have had the money in cash, lost a lot in income tax and probably spent the cash on something frivolous.

Have you seen the outcome you were hoping for?

Early days yet.

What could they have done better?

I had no idea that there was so much involved. Donna talked me through all my options and i am very happy with how things were presented and laid out in a very comprehensive document.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Looking to arrange a mortgage after previously being declared bankrupt.

How has Donna Robertson helped you?

Donna assisted us in clearly and precisely laying out all our options and putting our minds at rest during a quite stressful period.

Have you seen the outcome you were hoping for?

We moved into our house 6 months ago, and will be using Donna again once our current fixed deal expiers.

Review from verified client

November, 2015

Overall

Value

Service

Advice

Based in Derbyshire

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

to look into remortgaging.

How has Donna Robertson helped you?

to assist with morthgages.

Have you seen the outcome you were hoping for?

no.

What could they have done better?

she was very good

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Mortgage.

How has Donna Robertson helped you?

Got us the best deal.

Have you seen the outcome you were hoping for?

Bought the house with Donna's help. Yes everything was great.

What could they have done better?

N/A

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

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

Mortgage advice.

How has Donna Robertson helped you?

Found a great mortgage and kept up to date constantly. Went above and beyong.

Have you seen the outcome you were hoping for?

Been in my house for 2 years and no problems with mortgage.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Needed urgent pension advice or would have had to pay an extortionate amount of tax.

How has Donna Robertson helped you?

Organised consolidation of all my pensions within the specified time.

Have you seen the outcome you were hoping for?

All sorted with a good outcome.

What could they have done better?

Nothing could have been done to make my experience better and I certainly have no negative comments or even constructive suggestions.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Nottinghamshire

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

First time house buyer.

How has Donna Robertson helped you?

searched the mortgage marketplace for the best deal for us.

Have you seen the outcome you were hoping for?

Mortgage secured and house purchased.

Review from verified client

November, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

My husband & I were retiring & wanted to take our private pensions. We also wanted help wirh planning & investing our reitrement finances.

How has Donna Robertson helped you?

Donna organised the transfer of our pensions to an annuity firm offering us enhanced annuities. She also advised us on retirement planning & getting the best returns for our finances ,bearing in mind our attitude to risk. Basically, she's done the hard work for us.

Have you seen the outcome you were hoping for?

Donna is currently trying to finalise the problematic transfer of the second of my private pensions, so hopefully by the end of next week both my husband & my pensions will be place.

What could they have done better?

I don't think we can or could have asked for or expected more from Donna.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Impending retirement and annuity decisions.

How has Donna Robertson helped you?

Donna researched the market to obtain the best financial outcome.

Have you seen the outcome you were hoping for?

Annuity now in payment with a seemingly reliable company.

What could they have done better?

Donna more than met my expectations in all aspects of our dealings. A very thorough, patient, understanding professional, well tuned in to clients aspirations. Donna could do very little, to improve her already quality service.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

I needed help transferring a pension fund following a divorce settlement.

How has Donna Robertson helped you?

Gave advice on the options available and then handled the transfer for me and remains my advisor.

Have you seen the outcome you were hoping for?

All seems well at present.

What could they have done better?

I don't think Donna could have done more to help.she went out of her way on more than one occasion to help

First impression from a user who is not yet a client

August, 2015

Overall

Please provide a brief comment about your experience with Donna

excellent adviser , explains everything so you can understand easily . Answered all my questions in full so I understood .

Review from verified client

July, 2015

Overall

Service

Value

Advice

Based in Derbyshire

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

I wanted my existing investments reviewing.

How has Donna Robertson helped you?

She reviewed my investments and looked to alter them to match my objectives.

Have you seen the outcome you were hoping for?

Donna helped me to achieve me objectives and reviews my needs on a regular basis.

What could they have done better?

I dont feel there is anything. I am more thsn satisfied.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

pensions review and investment.

How has Donna Robertson helped you?

combined pensions to a single company with good return and re-invested savings.

Have you seen the outcome you were hoping for?

Good steady return as planned.

What could they have done better?

i don't think Donna could have done any more. Great service.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

advice on investments and savings.

How has Donna Robertson helped you?

by taking the time and care to explain everything clearly and in great detail.

Have you seen the outcome you were hoping for?

investments are too new to see a clear picture yet.

What could they have done better?

very happy with service

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Derbyshire

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

Some inheritance to be invested.

How has Donna Robertson helped you?

Donna assessed our attitude to risk and our current income and expenditure and gave us information about our options.

Have you seen the outcome you were hoping for?

Our investments have increased in value.

What could they have done better?

I really can't think of anything Donna could have done better! She is always friendly, professional and keeps an eye on possible improvements.

Review from verified client

June, 2015

Overall

Service

Advice

Value

Based in Derbyshire

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

Historic dealings with Donna during her employment with Halifax BankRecei.

How has Donna Robertson helped you?

Received good advice regarding financial investments and occupational pensions.

Have you seen the outcome you were hoping for?

Yes, the financial investments showed better results than were previously achieved.

What could they have done better?

Can't think of anything more she could have done

Review from verified client

June, 2015

Overall

Service

Value

Advice

Based in South Yorkshire

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

Looking at mortgage options and were unclear of what was on offer. Sought clarity on the bewildering array of mortgage products on market.

How has Donna Robertson helped you?

She listened and understood our circumstances and offered clear advice, highlighting relative merits and risks attached to options. She was extremely clear in her advice, helpful bye approachable.

Have you seen the outcome you were hoping for?

House bought, mortgage secured.

What could they have done better?

To be honest, I've not got any suggestions for improvement. She was spot-on

Review from verified client

June, 2015

Overall

Advice

Value

Service

Based in Derbyshire

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

Advice is allways good.

How has Donna Robertson helped you?

With a mortgage and finance advice.

Have you seen the outcome you were hoping for?

Yes.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Donna

Only prepared to meet in their office rather than coming out to see us at home, so this was of no use to us.

Donna's reply

Thank you for your feedback. It does state on my profile that I am willing to travel within 10 miles of my office. As you are based in Doncaster, this was outside of the 10 miles. I sorry if this caused you any inconvenience.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Very friendly, helpful and professional. Confident that she could help me from the very beginning, whereas I wasn't too confident at all! All matters were dealt with speedily and efficiently. Very happy indeed with the service I received. The fee was very fair and reasonable. I will certainly return to Donna should I need any further help or advice and I would highly recommend her to others.

What could they have done better?

Happy with everything.

Donna's reply

Thank you for your kind words. I look forward to working with you again in the future.

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Donna

Really helpful and friendly, easy to talk to and understood all of our needs.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I was notified that I had a pension I had forgotten about. I didn't have a clue what to do with it so I went to see Donna. She explained all my options and helped me find the right annuity for my circumstances and set it all up for me. She explained everything very clearly to me so that I understood it all. I will recommend her to friends.

What could they have done better?

Can't think of anything

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I was recommended to use Donna by a friend of mine who had used her in the past. I didn't think I needed a mortgage broker as I was going to speak to my bank but as she said she offered a free initial consultation, I felt I had nothing to lose. I am so glad I went to see her now as she got me a much better deal than my bank could and helped me all the way through from making an offer to getting the keys to the property. I cant thank her enough.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I am due to retire next year and as I have a few pensions scattered about I was unsure of what I needed to do. I went to see Donna and she ran through everything with me and made it seem so simple. She explained that I don't need to do anything until next year but to call her if I need anything. I did not feel pressured and felt very at ease with her.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

How has Donna Robertson helped you?

I recently received a lump sum and wanted to buy an investment property. I had never been to an IFA before and Donna made everything seem so simple and easy from finding the right mortgage provider to helping with solicitors. I will definitely use her again in the future and have recommended her to friends already.

What could they have done better?

Nothing, keep up the good work.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna made things easy to understand. She was professional and efficient in her dealings with myself and my wife. I would recommend her and indeed have done so to family and friends.

First impression from a user who is not yet a client

December, 2014

Overall

Please provide a brief comment about your experience with Donna

Donna is really professional and offered clear advice

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna is amazing at her job, anything I didn't understand I picked up the phone and she was happy to help. She will do anything for you and goes out of her way to help. Lovely person, and always presents with a smile.

What could they have done better?

Nothing

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Very good understanding of her clients needs and requirements, and provides excellent advice to suit. Excellent communication with regular updates both via email and phone.

First impression from a user who is not yet a client

August, 2014

Overall

Please provide a brief comment about your experience with Donna

Very helpful

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Donna

Donna was amazing so understanding and worked through my problems amazing cant recommend enough

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Donna

I'm only at an early stage of this process, but so far Donna has been extremely helpful,with an excellent, friendly but professional manner.

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Donna

We found Donna Robertson to be both very professional and friendly. She always responded quick to any e-mails or phone calls we made. Overall, we are very pleased with the service she provides.

First impression from a user who is not yet a client

June, 2014

Overall

Please provide a brief comment about your experience with Donna

Knowledgeable, flexible and smart - true to the reviews!

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Lincolnshire

How has Donna Robertson helped you?

Donna helped with my recent remortgage on my buy to let property. There were a few hiccups along the way but donna was on top of it and made sure things got sorted.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna has looked after my finances for a numbers of years. She always willing help and point me in ten right direction.

What could they have done better?

Nothing

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I went to see Donna as I had been made redundant and was also approaching retirement and wanted to make the most of my money. She took the time to understand my situation and did not pressure me into making and decisions, taking everything at my own pace. I now feel I am in a much better financial situation due to seeing Donna

What could they have done better?

The report she gave me was quite think, however, she took the time to explain this so I understood it clearly.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Staffordshire

How has Donna Robertson helped you?

I was given Donna's details via a colleague as I wanted to add to my investment portfolio and wanted to know I was getting the best deal. Donna was patient with me even when I changed my mind regarding what I wanted. I have now used her twice and plan to continue to as I feel I can trust her and she will do what's best for me.

What could they have done better?

no

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in London

How has Donna Robertson helped you?

I wanted to buy my first investment property and didn't really know where to start in. Donna was very patient and reviewed the market for me and got me a good deal.

What could they have done better?

Live nearer

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Devon

How has Donna Robertson helped you?

Donna recently helped me with a buy to let mortgage. She was very knowledgeable and took all the hassle out of the entire process. I plan to do business with her again in the future

What could they have done better?

Nothing

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna was very knowledgeable and put me at ease. She was happy to explain things I did not understand and she gave me her full attention and patience.

What could they have done better?

Nothing

First impression from a user who is not yet a client

May, 2014

Overall

Please provide a brief comment about your experience with Donna

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Donna

Polite and professional, I would have no problems returning to their Chesterfield offices.

First impression from a user who is not yet a client

April, 2014

Overall

Please provide a brief comment about your experience with Donna

Donna was very knowledgeable and put me at ease. She was happy to explain things I did not understand and she gave me her full attention and patience.

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Donna

Pleasant helpful certainly knows what she is talking about. Very knowledgeable, Thank you Donna. Mrs K White

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Donna

First impression from a user who is not yet a client

February, 2014

Overall

Please provide a brief comment about your experience with Donna

Donna was knowledgeable, easy to talk to and took time to explain things to help me understand financial issues. I would have used her services if I had not found someone more local

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I would fully recommend anyone to get in touch with Donna if you require advice or help in anything financial. I had a re-mortgage and life insurance renewal and this was carried out very efficiently with Donna finding me fantastic deals for both. Donna kept me informed all through the process either via telephone or E-mail and therefore I was always aware of what stage I was at and also any additional things I was required to do.

What could they have done better?

I understand that constructive suggestions are appreciated but I honestly cannot think of anything which could be improved on.

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I found Donna very good at what she does, helpful and did an all round excellent job.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna has helped us for a number of years. She has helped us mainly with our investments, giving me and my wife a much needed boost to our pension income. We always feel we are able to call upon her when we are unsure of anything and she is never too busy to speak to us. I would never think of using anyone but Donna and hope our professional relationship will last for many more years to come

What could they have done better?

Just keep doing as you are.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I have dealt with Donna for a number of years and she has always looked after me and my husband. She has also been a great help since losing my husband, helping me sort out my finances and taking away the financial worry. She was also on hand when I decided to move home to be closer to my son. She helped me find a solicitor and made the buying and selling of my house very smooth. I would recommend Donna and have done in the past. She explains everything clearly and always goes above and beyond.

First impression from a user who is not yet a client

January, 2014

Overall

Please provide a brief comment about your experience with Donna

Donna was very informative very helpful and kept things simple.will definitely contact her in the future for advice.

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Donna

Review from verified client

December, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna gave us some great advice and kept us up to date when we were buying our new home. She chased things when needed with both the estate agent and solicitors to keep the process of moving house as stress free as possible. I wont hesitate in going back to Donna when our deal expires.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in South Yorkshire

How has Donna Robertson helped you?

I contacted Donna to review my current mortgage and insurance as my mortgage deal had come to an end and I was unsure of what to do next. Donna was very informative and took the time to explain my options to me which also saved me money in the long run. I am grateful to Donna for taking the time she did with me.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

We went to see Donna for a review of my husbands pensions as we wanted to know what position we would be in. We were delighted when Donna told us that we could afford for him to retire in the new year and still have the same standard of living. We found Donna extremely helpful and friendly. She talked to us in plain English so we understood everything. We will definitely be recommending her to our friends and family.

What could they have done better?

Nothing.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna is extremely welcoming and friendly. She has a professional yet approachable manner and doesn't make her explanations over complicated. She has good knowledge of the different products available and is very prepared to work with you for the best outcome for your situation. When we were looking for a financial adviser we tracked her down as we know we could trust her with our personal information and that we would get sound and not pushy financial advice.

What could they have done better?

I can't think of anything that would improve the service.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

All contacts with Donna were and are very prompt and helpfull. We have full confidence in her advice and the actions she has so far taken on our behalf. Her exhaustive research into our financial concerns were full and complete giving us the utmost satisfaction in her endeavours. Hopefully we will continue our business with her for many years to come.

What could they have done better?

Cannot think of anything.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna is friendly, approachable and effiecient. She has an excellent knowledge of the products she deals with and is able to explain the processes clearly. She is proactive in her approach, contacting us during the initial set up stages and continuing to make sure we fully understand everything that is happening with our money.

What could they have done better?

We are still in the early stages (4 months)of this process and as yet have found no fault at all.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

A credit to Jones and Co. We are very happy with the service. Donnas approach was friendly and extremely professional, going that extra mile when required. I am extremely happy and was well informed and assisted and at all times, even when on holiday overseas. I will not hesitate to call upon Donna to assist with all my financial advice. The service provided is rare and trust needs to be earned. After working with Donna I consider she is trustworthy and always happy to help, even making changes to her personal life to fit in a home visit.

What could they have done better?

Given what I say above, there is nothing to consider that would improve what is already a good professional service.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna was thoroughly professional and friendly. She listened and then went through the options best suited to my needs. Donna informed me what she was going to do - and did it.

What could they have done better?

There was a delay with one of the insurance companies who initially provided the wrong documentation. This was only discovered when the annuity was due to start and caused a delay of a month. A problem between insurance companies and beyond the control of Donna. I do not know the process for tracking progress of cases, but perhaps consideration could be given as to when and how information is obtained from companies. This may help improve their performance.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

donna gave us financial advise which we could understand ,my wife and myself were very worried about sorting out our financial arrangements until we talked to donna,she made every very clear and straight forward

What could they have done better?

nothing ,donna gave us all the advise we needed

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Donna was so helpful and explained things in layman terms for me to understand! She explained all the information clearly and asked me regularly if I had any questions. She was polite and friendly - she's a lovely person! She recommended what was best for our financial background and even recommended a solicitors. She kept us updated with calls and emails regularly and when we didn't know what to do we knew that Donna would be able to advise us and stop us worrying. Would recommend her to anyone! So Thanks Donna - we really appreciate it!

What could they have done better?

Nothing - she was fab.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Having never needed financial advice before we were pleasantly surprised, Donna is very pleasant and friendly and explained things very clearly and made sure we understood all our options . Excellent service we would highly recommend Jones & Co. Sue (Derbyshire)

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

Well what can I say. Everything has been great, Donna has helped us step by step with regular updates and advice on what steps we could take. She has been willing to answer any question no matter how big or small. Wonderful service!!

What could they have done better?

Nothing

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I went to see Donna to get some advice on my investments and also look at my expiring mortgage deal. Donna was very helpful and helped source the best place for my money and saved me money on my mortgage. She made everything seem so straight forward. I will definitely recommended her to friends and family.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Derbyshire

How has Donna Robertson helped you?

I,ve found Mrs Donna Robertson to be a very pleasant person and very helpful .I have known her for several years firstly from when she worked for Halifax PLC and then joining in with Mark Jones and up to now no problems have occured, if she is not sure on a problem she isn,t affraid to ask in the right places ( no person knows it all), Excellent. C S Davie.

What could they have done better?

Ditto