Guy Cattaneo

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Helped set up investment portfolio for my daughter

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Provides professional advice with good supporting and analytical research

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

I have met regularly with Guy over the past year for review of my investments, and advice on changes, the markets etc. He is always reliable and efficient in preparing these reviews, and I have found his and colleagues' advice helpful; it has not been an easy time for investments but I feel my portfolio has performance well enough compared to the wider market.

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Investment advice to maximise investment returns. Pension planning Inheritance planning

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Monitoring the market and advising on fund transfers to meet the changes.

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Professional, calm, sound advice

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Continued to explain and analyse venture capital trusts to ascertain how they fit into my overall investments strategy . Selection and monitoring of individual venture capital trusts .

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Continues to give good sound advice with supporting research

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Continues to give good professional advice

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

Age and being self employed

How has Guy Cattaneo helped you?

Excellent, friendly service, great communication and efficient

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

They were excellent

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

I contacted Rotherwood as I had numerous investments and needed help in making investment decisions and making them for tax efficient.

How has Guy Cattaneo helped you?

Guy was really helpful in doing this; he explained things very clearly, re-balancing my portfolio and reducing my overall tax exposure.

Have you seen the outcome you were hoping for?

Very happy with the decision to join Rotherwood and the support Guy have provided.

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Efficient and personal service provided by Guy with good analytical review of assets and investment opportunities.

This review is a follow-up review from a client who left a review previously.

How has Guy Cattaneo helped you since your last review?

Advice in regards to venture capital trusts

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

Started new company, wanted to make pension contributions was recommended by a friend

How has Guy Cattaneo helped you?

Has been managing investments and tax planning

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?

Honest frank advice

How has Guy Cattaneo helped you?

Recommended fund transfers ‘post Brexit’ and provided link to State Pension forecast.

Have you seen the outcome you were hoping for?

Awaiting further investment advice at next meeting.

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

I inherited some money and wanted to find ways of making it grow

How has Guy Cattaneo helped you?

Initially providing charts and stats on different funds, with differing risk profiles; then finding clearer and more informative ways of seeing how my funds were performing; and overall working with his company to maximise my returns

Have you seen the outcome you were hoping for?

Over the past 10 years yes I have, although more recently things have been more up and down. I have found him responsive to fund performance and helpful in offering options to improve returns

What could they have done better?

It would help me to have a very clear summary of fund and adviser charges across my investments

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

Manage pension and investments

How has Guy Cattaneo helped you?

Actively manages pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

Pension review.

How has Guy Cattaneo helped you?

He re-balanced my portfolio to a level of risk I was happy with, suggesting we re home some investments that were under performing.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far I am very happy with everything he has recommended

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

Wanted to open an ISA and receive investment advice

How has Guy Cattaneo helped you?

Guy explained the pros and cons of various types of investments. He also put together a low risk investment strategy

Have you seen the outcome you were hoping for?

So far so good.

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

I needed investment advice after completing a DB transfer.

How has Guy Cattaneo helped you?

He looked into all my investments and tax position and advised after ascertaining my risk tolerance an appropriate investment strategy . He went on to advise about the implementation of the investment strategy .

Have you seen the outcome you were hoping for?

Yes the portfolio has performed well with no undue surprises and complaments my other investments.

What could they have done better?

Not sure that he could had done better