Keith Roseburgh

Keith Roseburgh

Keith Roseburgh Financial

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 retirement
Repeat 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