Johanna Rooney

What were the circumstances that caused you to initially look for an adviser?

Needed continuing advice on savings

How has Johanna Rooney helped you?

She has updated my savings under Jonny's guidance.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I had an inheritance from a cousin and my pension from work and my national insurance pension were adequate for my day to expenses I wanted to keep my the inheritance safe

How has Johanna Rooney helped you?

Good advice

Have you seen the outcome you were hoping for?

Yes my investment has grown

What could they have done better?

I don't think so

What were the circumstances that caused you to initially look for an adviser?

Thinking of early retirement

How has Johanna Rooney helped you?

She was able to calculate my lump sum and pension which was the reassurance I needed to take that step and take early retirement

Have you seen the outcome you were hoping for?

Retiring from permanent employment in the next couple of weeks

What could they have done better?

Nothing, she was brilliant. Great advice, patient and always available to talk me through even my silly questions and talked me through completing my forms accurately

What were the circumstances that caused you to initially look for an adviser?

I wanted to build a portfolio that would beat inflation and enable me to build a nest egg.

How has Johanna Rooney helped you?

Johanna was very understanding to my needs and advised me on what to include in my portfolio.

Have you seen the outcome you were hoping for?

Yes, my portfolio has performed slightly better than expected.

Please provide a brief comment about your experience with Johanna

Johanna was able to give me clear information on my financial options

Please provide a brief comment about your experience with Johanna

I went to see Johanna to discuss my potential partial retirement from the NICS. I found her to be extremely knowledgeable in this area and was given some really good advice by her. Johanna was easy to deal with and offered to see me again to go over my figures when I receive them from NICS Pensions Service.

What were the circumstances that caused you to initially look for an adviser?

I have had advice from Platinum since I retired 10 years ago.

How has Johanna Rooney helped you?

I met Johanna last year at my annual review meeting. She was friendly, knowledgeable and able to discuss my needs at that time and advise on releasing funds this year suitable for my current needs.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything which should have been approached differently.

What were the circumstances that caused you to initially look for an adviser?

Financial Planning

How has Johanna Rooney helped you?

Clearly outlined all matters relating to my queries

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

Redundancy and retirement planning.

How has Johanna Rooney helped you?

Provided me with easy to understand options and information on tax implications..

Have you seen the outcome you were hoping for?

Initial transactions were completed smoothly. Whilst too early to confirm longer term impacts, the early outcomes are positive.

What could they have done better?

Nothing. I felt I was a valued customer and treated professionally at all times.

What were the circumstances that caused you to initially look for an adviser?

Pension planning

How has Johanna Rooney helped you?

She was sympathetic . She took time to explain everything I asked

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Work Pension

How has Johanna Rooney helped you?

Has given me great advice on all my financial questions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Johanna

Johanna was terrific. She explained everything so well and answered all my questions. She put me at ease immediately and nothing was too much trouble.

What were the circumstances that caused you to initially look for an adviser?

My wife and I are nearing retirement age and sought Professional guidance on planning ahead.

How has Johanna Rooney helped you?

She calculated our lump sum and monthly income from our pensions. She advised on the difference of waiting extra years before retiring. She highlighted the need for us to set up Probates.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A - all questions answered

Please provide a brief comment about your experience with Johanna

Very helpful and useful information. She was a pleasure to talk to.

Please provide a brief comment about your experience with Johanna

Very helpful , made it easy to understand

Please provide a brief comment about your experience with Johanna

Johanna thank you so much for the session we had with you. You explained things so well and we were both so impressed with your knowledge and professionalism and lovely personality. Many thanks also to lovely Kerry at reception. I would not hesitate to recommend Platinum Financial Planning and we look forward to meeting you again!

Please provide a brief comment about your experience with Johanna

I was offered a consultation with Platinum Financial Planning following my attendance at a workshop to plan for my retirement. Johanna contacted me and we arranged a meeting via Teams. Johanna was very friendly and welcoming and I felt instantly at ease discussing my retirement options. She was patient and really took the time to explain anything I didn't fully understand about my financial position. Before our meeting I was very nervous about my retirement since I am not a particularly fiscally conscious person, but afterwards I have been very chilled and relaxed, knowing that I now have the facts about my positive retirement benefits. I have been recommending both Johanna and the company to my colleagues since I had my consultation - irrespective of how close they are to retirement. Very professional approach to what can often be a worrying time for folk. Johanna has set my mind at ease.

What were the circumstances that caused you to initially look for an adviser?

I wanted to know as much as possible about my pension options.

How has Johanna Rooney helped you?

Johanna was extremely helpful - knowledgeable, informed and went the extra mile to answer all of my questions and provide reassurance.

Have you seen the outcome you were hoping for?

I have seen the outcome I was hoping for and I am much more informed and equipped to go confidently into my future.

What could they have done better?

There is nothing Johanna could have done better for me.

Please provide a brief comment about your experience with Johanna

The consultation & follow-up proved invaluable in understanding my teaching pension options. Thank you to Johanna for her expertise, clarity and patience. At no stage did I feel I wasn't welcome to ask a question or check on something. This is an excellent opportunity offered by INTO & Platinum Financial Planning Ltd.

Please provide a brief comment about your experience with Johanna

I would highly recommend Johanna. She was approachable and friendly at all times. She took time to explain things and I never felt rushed.

Please provide a brief comment about your experience with Johanna

I was provided with comprehensive and extremely useful information in relation to my pension options - very impressed by Johanna’s professionalism. I will be recommending Platinum Financial Planning, and especially Johanna, to my colleagues.

What were the circumstances that caused you to initially look for an adviser?

We needed help with our finances, our overall capital needed reinvested

How has Johanna Rooney helped you?

She explained what we needed to do with our money,shares, pensions in a way that we could understand, as we both have no idea about financial planning.

Have you seen the outcome you were hoping for?

Too early to commit

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

My early retirement

How has Johanna Rooney helped you?

Very clear and concise information and guidance. Johanna was very helpful

Have you seen the outcome you were hoping for?

Hopefully, but external influences are impacting on growth of investments in general.

What could they have done better?

As per previous question, Johanna gave guidance on the current markets in line with my investments and, my profile. With this in mind I don't think she could have done any better than she did.

What were the circumstances that caused you to initially look for an adviser?

I wanted to review my pensions accumulated from previous jobs and set up a new private pension as I am self-employed. I also wanted to set up savings for my children to help with future university costs or buying their first home.

How has Johanna Rooney helped you?

Johanna was extremely helpful in giving me advice relating to my past pensions and arranging my new pension. She also helped with arranging savings accounts for my children.

Have you seen the outcome you were hoping for?

Johanna delivered in exactly the way she said she would and I am extremely happy with her advice and quick response throughout the process; as well as her ongoing support if I needed to make adjustments to my pension or savings.

What could they have done better?

There is absolutely nothing better that Johanna could've done, she has been excellent throughout all my dealings with her.

What were the circumstances that caused you to initially look for an adviser?

Pension and investment advice

How has Johanna Rooney helped you?

helped me locate a good pension and investment fund

Have you seen the outcome you were hoping for?

excellent outcome fantastic adviser, very trustworthy which is paramount in this entire process being a financial advisor myself.

What could they have done better?

nothing was excellent from start to finish. Easy to get on the phone, explained advice in a clear and concise manner which is important with financial advice.

What were the circumstances that caused you to initially look for an adviser?

I went from being employed to self employed

How has Johanna Rooney helped you?

She put me at ease and explained things really clearly

Have you seen the outcome you were hoping for?

Yes, pension is now in a place that I understand

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

Pension advice

How has Johanna Rooney helped you?

4 years

Have you seen the outcome you were hoping for?

Totally

What could they have done better?

Nothing. She went above and beyond my expectations

What were the circumstances that caused you to initially look for an adviser?

Needed to invest following retirement.

How has Johanna Rooney helped you?

She understands my long term needs.

Have you seen the outcome you were hoping for?

Platinum has given me good advice and I do not worry about investments going up and down in value.

What were the circumstances that caused you to initially look for an adviser?

I was a first time home owner and had little to no knowledge of the mortgage process

How has Johanna Rooney helped you?

Johanna guided me and husband through every since step of the process, explaining everything clearly and providing us plenty of options and recommendations, while being very flexible and friendly!

Have you seen the outcome you were hoping for?

Yes we secured a mortgage with a fantastic rate and it was a smooth process thanks to Johanna!

What could they have done better?

Absolutely nothing - first class service from Johanna

What were the circumstances that caused you to initially look for an adviser?

When getting a mortgage and then life insurance, house insurance and income protection.

How has Johanna Rooney helped you?

We first went to johanna for mortgage advice she looked at our finances and gave us professional advice on getting our mortgage, she helped us look at what our repayments would look like in different circumstances and what was best for us. Getting a mortgage is a very daunting experience but Johanna put us at ease and spent a lot of time with us discussing all our options and answering any questions we had. Johanna also sourced our life insurance, home insurance and income protection. She ensured we were aware & understood the different policies, what they included and what was best for us. Her knowledge and expertise was able to guide us to making the best decision for our personal situation. It gave us peace of mind knowing that we had insurances in place & johanna made it very easy & stress free. Our experience with johanna has been fantastic she offers a personalised service and really goes the extra mile for her clients.

Have you seen the outcome you were hoping for?

Yes we are now a year into our mortgage and have security with the insurance policies we have taken.

What could they have done better?

I couldn’t recommend johanna enough!

What were the circumstances that caused you to initially look for an adviser?

I first reached out to Johanna for help and advice with insurance and income protection. I also wanted some clarity on what becoming a home owner and getting a mortgage would entail.

How has Johanna Rooney helped you?

Johanna is very professional, friendly and extremely knowledgeable. She spoke to me on my level and ensured I understood everything, especially the finer details and T&Cs. She gave me numerous options and advised on what was best for my situation. She was very helpful and nothing was ever too much to ask of her and there was no such thing as a silly question.

Have you seen the outcome you were hoping for?

Yes, I was able to get insurance and income protection and so did my Partner. Johanna also gave us advice on savings and mortgages and helped us put a plan in place to become new home owners. I couldn't have asked of any more from her. She is passionate about her job and has excellent customer service skills.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

My mortgage was up for renewal so I contacted Johanna for advise.

How has Johanna Rooney helped you?

Johanna provided excellent advice considering the current clinic regarding mortgages. She completed extensive searches and provided me with multiple options in regards to my mortgage renewal.

Have you seen the outcome you were hoping for?

Yes, considering the current climate in regards to the hike in mortgage interest rates I am extremely satisfied with the service she provided.

What could they have done better?

There was nothing she could have done more, her customer service and thorough effort in the search for the best deal was second to none. Highly reccomend.

What were the circumstances that caused you to initially look for an adviser?

I wanted to set up an investment account for myself and also my son for when he turns 18

How has Johanna Rooney helped you?

Johanna has been fantastic. She has such a wealth of knowledge and kept me informed throughout the process. She’s always on hand to answer any questions I have. I would recommend Johanna to anyone not only on how professional she is but also how she treats her clients with such care and attention. I have recommended Johanna to many friends and family and they have all had the same friendly and fantastic experience

Have you seen the outcome you were hoping for?

Yes it’s been great

What could they have done better?

Nothing at all first class service

What were the circumstances that caused you to initially look for an adviser?

I required a review of my life insurance and protection as I was moving home.

How has Johanna Rooney helped you?

Johanna provided me with clear advice which considered my personal circumstances and requirements. She made it very simple and easy.

Have you seen the outcome you were hoping for?

Yes, life insurance and protection is now in place.

What could they have done better?

Nothing. Excellent service received.

What were the circumstances that caused you to initially look for an adviser?

I have an ongoing need to invest savings, including retirement lump sums. I need security and regular growth for my savings.

How has Johanna Rooney helped you?

I have been with this financial company for around 8 years and have consistently found them to be very satisfactory. Johanna has continued to provide the same sound financial advice I appreciate, based on a very good understanding of my current situation and needs.

Have you seen the outcome you were hoping for?

Yes. Bettered my expectations in these last few years of financial turmoil.

What could they have done better?

Nothing really.