Donna Robertson

Review from verified client

July, 2024

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

Reaching the age of 55, wanting to consolidate pension pots and obtain a retirement income.

How has Donna Robertson helped you?

She dealt with the pension companies and advised on the best way to obtain my retirement income.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

June, 2024

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

Consolidating pension funds

How has Donna Robertson helped you?

Offering advice and help

Have you seen the outcome you were hoping for?

Yes

Review from verified client

June, 2024

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

Reaching the age of 55 I had been putting off dealing with my pension for years . I looked online for a suitably close advisor with good google reviews.

How has Donna Robertson helped you?

Donna helped me untangle my complex array of pensions set them out with a plan to aim to retire with an income.

Have you seen the outcome you were hoping for?

I have a better outlook for my retirement than anticipated.

What could they have done better?

I have no previous experience of previous advisors to go on.

First impression from a user who is not yet a client

June, 2024

Please provide a brief comment about your experience with Donna

Donna has dealt with my private pension to a new provider, it has been a challenge for her with a few hiccups on the way. In my opinion she has gone above and beyond in dealing with the situation, and has informed me constantly on updates. I would highly recommend her to anyone

Review from verified client

April, 2024

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

We are within ten years of retirement and needed to validate our plans and required action (if any). In addition, we are likely to have further monies to invest within the next twelve months.

How has Donna Robertson helped you?

She validated our retirement plans and moved one pension plus one ISA to an new investment platform, designed to provide better investment returns and more suited to our retirement plans.

Have you seen the outcome you were hoping for?

To date yes, the pension and ISA switched seamlessly and investments are performing as expected. It is early and these are long term investments, so the quality of ongoing support will be important.

What could they have done better?

We are completely happy to date, clear easy to understand advice backed with the necessary practical administration and support.

Review from verified client

March, 2024

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

Looking to retire

How has Donna Robertson helped you?

Great advice on how we manage our company pensions, and investing our savings

Have you seen the outcome you were hoping for?

Too early to say

What could they have done better?

Nothing kept advice simple, listened to our needs and great communication

Review from verified client

March, 2024

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

Decided to take early retirement

How has Donna Robertson helped you?

Combined two pensions, arranged monthly income from pension and investments

Have you seen the outcome you were hoping for?

Early days but after two months already looking promising

What could they have done better?

Too early to comment but at the moment I don’t think there is anything

Review from verified client

March, 2024

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

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

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

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

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

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

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

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

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

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

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

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

Please provide a brief comment about your experience with Donna

Approachable friendly informed patient team.

Review from verified client

May, 2023

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

October, 2022

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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