Keith's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 5 )
Pensions ( 42 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 25 )
Auto Enrolment ( 1 )
Investments and Savings ( 30 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 2 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 8 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 12 )
£100k - £200k ( 20 )
£50k - 100k ( 5 )
Up to £50k ( 6 )
Repeat review
by a verified client in East Lothian
3 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.
Repeat review
by a verified client in Midlothian
3 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?
Continuing excellent service
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Keith
Lucid, coherent and generally knowledgeable but completely to the points at issue. In a down to earth and friendly way Keith helped me to choose the best options and assisted my successful applications. Not a second was wasted yet he was a very relaxed mentor. An altogether rewarding experience ;)
Repeat review
by a verified client in Midlothian
7 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?
He has done exceptionally well with my investments
First impression
by a VouchedFor user
8 months ago
Overall
Please provide a brief comment about your experience with Keith
Really clear concise and focused advice, relating to my situation. Useful checking on different possible scenarios that arose through our conversation. Offer to respond to any subsequent queries that occurred later.