Testimonials

I didn’t have an adviser looking after my financial planning and protections. Wherever there was a clear and obvious gap in my arrangements Catherine worked tirelessly to fill it. Wherever there was an unclear and less obvious gap in my arrangements Catherine made me aware of this and had various solutions to hand in order to rectify the situation.

It is so refreshing  to find such an approachable, straightforward ( just as you said) knowledgeable, and likeable person such as Catherine. Thank you.

I have my own business but I had not got round to setting up a pension during this time. I also had an existing stocks and shares ISA that had not been reviewed for a number of years. Catherine helped me to assess my existing pension and whether to move it or not, to create a new pension and to do the same for my investments. She also helped me to set up life protection for myself and my husband. She is clear and concise and explains things is a way that you can understand. She is easy to talk to and helps to explain the options you have and which is the right path to take. Everything was set up quickly and is progressing well. I have the peace of mind that everything is in place and the relief that I finally got round to getting something sorted.

We had a baby and I thought I better get life insurance and a private pension. Catherine sat down with me to work out what was best for me and my family. It was an excellent service and gave me piece of mind.

We needed to sort old pensions out. Catherine made it easy to sort stuff I didn’t understand.

We wanted to consolidate Pensions and Savings and to review we have sufficient for retirement plans. Catherine completed a review of our finances, assessed our attitudes to risks, lifestyle, expenses and potential for possible early retirement options. She advised about best options for investment plans and pensions and advice on retaining level of easy access cash for future needs and projects. She provided ongoing assistance with consolidating savings and pensions and converting into simplified wrapper financial products. She used simple language and clear illustrations to explain everything. We are happy with the simplification of our finances and are confident about retiring at a time suitable to us. We are very happy with the personal and professional service provided.

I reached a point in my life where I realised I needed help in understanding how I could go about achieving long term goals would involve financial planning. I didn’t know where to start, what my options were, and even felt a bit silly not having all the answers already! Catherine was reassuring, diligent and asked clever questions to help me work out whether my long term plan was achievable and where trade offs may be necessary.  Not only did Catherine assist me in understanding how to plan financially for my goals, but she made me think more broadly about finance and my relationship with it. I came out of this first year with her feeling as though I’ve already achieved so much, and as a result I now feel more confident and realise it’s really worth asking as many questions as you can – no matter how silly they may seem.

Catherine at Rockwood has been our Financial Advisors for about 5 years now and we cannot speak highly of her enough. There is no “selling” of products, it is Financial Planning advice. If you want to plan your financial future and protect yourself and your family should the unfortunate or worst happen, I would have no hesitation in recommending Catherine and her team.

Catherine provided exactly the advice we needed and has put the correct policies in place which will ensure are families are protected and the added benefit that the polices are also tax efficient. Catherine’s technical knowledge is second to none and I can’t recommend her highly enough