Mike Rosevear

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

Mike has looked after our family for a long time in terms of investments/savings.

How has Mike Rosevear helped you?

Recommending the best way to manage investments/savings.

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?

It was initially my grandma who set up a trust with Mike which was our inheritance, Mike was given a lump sum and tripled the figure when we came to inherit.

How has Mike Rosevear helped you?

Mike holds annual meetings with me to go through progress and discusses your current situation and needs. He has also answered other questions for me regarding my workplace pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Cannot think of anything.

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

To discuss the advantage of having a pension

How has Mike Rosevear helped you?

He has put us down the right path for our future

Have you seen the outcome you were hoping for?

Yes

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

Forthcoming Retirement

How has Mike Rosevear helped you?

Enormously, with investments.

Have you seen the outcome you were hoping for?

As expected over the many years that Mike has been my adviser, investments have gone up and down, but I’ve been happy with the overall outcome.

What could they have done better?

I’ve no idea (that’s why I use Mike’s services).

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

To invest my redundancy money

How has Mike Rosevear helped you?

By keeping an eye on my investments

Have you seen the outcome you were hoping for?

Yes

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

Best place to invest with banks poor interest rates

How has Mike Rosevear helped you?

Advice where to invest /risk factors

Have you seen the outcome you were hoping for?

Ongoing, up and downs of market but hopefully yes in the long run.

What could they have done better?

Nothing I can think of

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

Retirement

How has Mike Rosevear helped you?

Practical advice easily understood

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure. I had an initial understanding, but this was greatly enhanced through Mike’s advice, based on our newds

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

Financial investments

How has Mike Rosevear helped you?

Financial investments /advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

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

Second opinion. Asked friends for recommendation.

How has Mike Rosevear helped you?

Retirement income, review, planning and investment. Also for us as attorney for father and sister- in-laws, investment review, planning and management.

Have you seen the outcome you were hoping for?

Mostly: Excellent advice and knowledge to reduce taxes and create (pension) income. Markets in the last 2-years have been shaken by Ukraine.

What could they have done better?

Very little. All has been well explained. No need for changes to the service delivered.

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

Unhappy with my last advisor,who didn’t advise or invest my pension wisely

How has Mike Rosevear helped you?

Mike has always explained everything in lehmans terms,where I can understand totally what is happening with my investments. He has also changed my portfolio to meet my requirements,whilst still investing wisely and securely

Have you seen the outcome you were hoping for?

Yes. We would all like more return,but with present markets and uneasiness I am happy where I stand with Mikes guidance

What could they have done better?

Me personally nothing. Breath of fresh air when I moved to Mike and his team

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

To maximise my investments.

How has Mike Rosevear helped you?

Mike has given us advice to maximise my savings and investments and then, later, to simplify my savings and investments to suit my circumstances.

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?

A need for help and advice on investments

How has Mike Rosevear helped you?

Provided help and advice required, provided support and confidence

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None comes to mind

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

Pension Product Collaberation Advice

How has Mike Rosevear helped you?

By providing professional advice with the collaboration of pension funds and setting up a new investment to suit my requirements.

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?

Approaching retirement, lump sums, investment considerations

How has Mike Rosevear helped you?

Mike has helped us to continue with investments that match my risk appetite.

Have you seen the outcome you were hoping for?

No. It seems to have been a difficult time for investors

What could they have done better?

Under the circumstances and with my risk appetite I don’t think Mike could have done anything better

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

Mike took over when our previous adviser retired.

How has Mike Rosevear helped you?

Mike has been always been available to help when needed.

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?

We were uncomfortable with the relationship we had with our previous financial adviser

How has Mike Rosevear helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

None