Keith's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 5 )
Pensions ( 44 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 26 )
Auto Enrolment ( 1 )
Investments and Savings ( 32 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 9 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 12 )
£100k - £200k ( 21 )
Up to £50k ( 6 )
£50k - 100k ( 6 )
Repeat review
by a verified client in Midlothian
19 days 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
a month 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
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?
He gas always kept us informed of changing circumstances and where bedt to invest for the greatest returns
Repeat review
by a verified client in West Lothian
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?
Always keeps me informed
Repeat review
by a verified client in East Lothian
5 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?
Continued to meet with me as per our agreement, responded promptly to my ad-hoc questions and queries in a plain language manner and, helped me minimise my potential tax liabilities.