Keith's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 5 )
Pensions ( 46 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 27 )
Auto Enrolment ( 1 )
Investments and Savings ( 34 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 10 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 13 )
£100k - £200k ( 22 )
Up to £50k ( 6 )
£50k - 100k ( 6 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Keith
Keith communicated well prior to the phone call, and had a great amount of knowledge to share.
Repeat review
by a verified client in Midlothian
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Keith Roseburgh helped you since your last review?
We have received regular financial planning updates and Keith has met with us on a number of occasions to discuss a range of financial issues including; tax planning, pension transfer, pension drawdown and investment.
Repeat review
by a verified client in Midlothian
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Keith Roseburgh helped you since your last review?
Keith this year once again has been a great support in assisting us with all our financial planning. We both appreciate and value his professional support. We both also value his genuine friendship.
Repeat review
by a verified client in Midlothian
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Keith Roseburgh helped you since your last review?
Well I am due to retire this summer , and keith is on call to assist myself with any questions or concerns regarding my pension if required.
Keith:
thanks Paul Looking forward to our normal catch up and planning your retirementRepeat review
by a verified client in Selkirkshire
3 months ago
Overall
Value
Advice
Service
This review is a follow-up review from a client who left a review previously.
How has Keith Roseburgh helped you since your last review?
Sound advice