Rohit Rohela

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

Wanted to ensure long term financial freedom and be able to support our families

How has Rohit Rohela helped you?

He has developed our portfolio over the years and we are now in a position whereby we can start to think about retiring and enjoying the retirement that we were looking forward to.

Have you seen the outcome you were hoping for?

We are more confident in our longer term retirement plans than we were previously - so yes.

What could they have done better?

Nothing springs to mind!

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

I wanted to assure myself that me and my family would be financially secure when my husband and I retire and I wanted to be secure in the knowledge that I could afford to retire at a reasonable age and live the life I wanted to - Rohit has helped us in this and his advice and support has enabled this and given us a huge amount of assurance

How has Rohit Rohela helped you?

Rohit carefully and patiently looks at our finances and provides a number of options. Rohit is incredibly knowledgeable and provides help and advice to meet your needs. Rohit is patient with anyone who does not have his financial acumen - he takes his time to explain and we never feel rushed or pushed into a decision. The advice that Rohit has given us has helped us build our wealth and means we will have a comfortable and enjoyable retirement whilst also providing for our families.

Have you seen the outcome you were hoping for?

Absolutely and more!!

What could they have done better?

I would struggle to think about what could be done better- Rohit's style is genuine and authentic and I am comfortable with how he manages our portfolio

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

I was unhappy with my pension and needed it to be invested better

How has Rohit Rohela helped you?

He has given me options to were he thinks my money will be more profitable

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing it’s been as I expected, great service from Rohit and the team at Finsbridge

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

Investing savings

How has Rohit Rohela helped you?

Guided me through and given valuable advise

Have you seen the outcome you were hoping for?

Getting there

What could they have done better?

Nothing to mention

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

I was looking to organise my mum's finance's after my dad had passed away and I needed some sound advise. I also knew that I needed to organise my own finances better after dealing with my dad's probate

How has Rohit Rohela helped you?

He has made sure that all investments are in the correct pots; he has advised on financial planning for now and for the future; he has advised on how we structure our plans to include the kids education as well as our retirement He has also been comprehensive in the planning and encompassed the whole family within this.

Have you seen the outcome you were hoping for?

We are still in the process of probate for one parent so there are still changes to be made. However, so far , yes we have seen results. Most importantly Rohit has organised my mum's finances and has been a reassurance to her after my dad passed away last year. Rohit has given us a lot of advice and also put us in contact as needed with other relevant professionals.

What could they have done better?

I don't think there is anything I can think of!!