February 2024 by wendy brading
Very friendly and knowledgeable. Explained everything I could do with pensions and mortgage in a way that I could understand.
April 2023 by David Peck
No reply in over a week
March 2023 by Sharon Lee
Rodney provided a friendly and hassle free service. Excellent advice and subsequent outcome. Would highly recommend.
March 2023 by Jo Smith
Rodney explained everything to us surrounding our new pension portfolio and made everything very clear and transparent. He answered any questions we had in a way that was easy to understand. We are very pleased with Rodney's advice and service to date and have already recommended him to others. We look forward to a continuing financial relationship with Rodney.
February 2023 by Simon Bull
We used Rodney to help us transfer a company pension into a private pension scheme. Rodney was extremely professional from the first contact, nothing was too much trouble for him. His considerable experience, knowledge and willingness to help made him stand out head and shoulders above other financial advisors. We continue to have Rodney manage our pension fund safe in the knowledge that he has our best interests at the forefront of everything he does with it. We would not hesitate to recommend Rodney?s services to anyone who asks.
February 2023 by Christine von Hagen
Knowing nothing about pensions, we turned to Rodney to guide us. He was extremely professional and very friendly, and gave us excellent advice, in a very understandable way, which we followed. I would recommend him to anyone in need to pensions advice, especially if like us they know nothing about pensions and how they actually work. We were amazed that we could draw down on our private pensions before the date they were due to mature, saving us from using more of our savings. Highly recommended.
February 2023 by keiley chubb
Rodney has been great to deal with. He is friendly and good at building a quick rapport built on trust and respect. The advice offered was very clear and at no point did we feel pressurised - Rodney gave us all the necessary facts and figures and the decision was ours. We would highly recommend Rodney.
February 2023 by Peter Slezak
Rodney was an absolute legend and guided me, a first time buyer, through the whole process and never once seemed to tire of my incessant questions! He was helpful, knowledgeable, reassuring and diligent in securing the best possible deal. I will most certainly be looking for his help when the time comes to renew my mortgage terms and I cannot recommend him highly enough!
February 2023 by dean brookes
Rod is a genuine wealth of knowledge and explains all those technical details in simple understandable terms. He definitely had his work cut out securing a mortgage offer for me but went above and beyond and got it done. Without doubt my first port of call for anything in the future!
February 2023 by Andrew Flambard
Rodney is very personable and offers an excellent service with sincere advice. He is easily contactable and helped me through my pension transfer resulting in a successful outcome.
February 2023 by Gary Threadgill
Rodney helped us consolidate our pensions and plan for our retirement. He is very easy to talk to and takes the time to answer any and all questions you may have.
February 2023 by Tim Oatley
Rod is a very friendly , knowledgeable and experienced financial adviser. I have recommended him to lots of my friends and relatives . If you are after advice on Pensions , Mortgages or investments give him a call
November 2022 by jake crawford
Great service throughout. Made our mortgage application so straightforward and took away all the stress. Replied to our emails very quickly and somehow didn't get wound up by my constant questions. Highly recommend.
November 2021 by Stephen Guyte
Rodney, was very professional, explained all details of my pension transfer thoroughly and made the whole process run smoothly. I did not hesitate to recommend him to some of my work colleagues who are now also using his advice
November 2021 by john dwyer
I would have no hesitation in recommending Rodney for Wealth Management services.
