Testimonials
Read some of the feedback received from clients.I use Rose Associates and specifically Chris Deadman for my pension and investment planning. Chris has been excellent in terms of their support over the last 5 years. Chris is thorough, regularly in contact and always on hand to advise when I have a query. I am really pleased with how things are man...
Robert is a consummate professional with regard to my financial future. His sound knowledge and experience of financial matters gives me much confidence in his ability to steer and plan my future
Robert provided a phenomenal service and fast turnaround. His advice was exceptional and he understood my needs perfectly; making a difficult time in my life easier. I would thoroughly recommend him.
James visits our home every year and we go through every scenario and options with him, and he always follows up afterwards, which is great.
James gives prompt responses whenever I need to withdraw my funds.
James continues to help with financial advice on investments and inheritance taxes.
James always clearly goes through a review of my investments and we also discuss future planning in relation to the whole family. Meeting him brought awareness to what I need to be considering at this moment in my life.
James has continued to give good advice and keep us informed of government policy changes.
Pulled funds from my work pension into St. James's Place one and James answered any queries I sent his way either directly or through his team.
My husband and I have used Rose Associates since 2020 and specifically Robert himself. He has helped us navigate some important decisions around pension planning which have allowed us to plan for the next chapter of our lives. In addition Rob has connected us with the right people to put in place...
Tony was incredibly helpful throughout the whole process. He always answered my calls and questions straight away and gave me plenty of reassurance along the way. In my opinion, nothing could have been done better – Tony was an all-round pleasure to work with.
I needed a mortgage adviser, and Tony’s name was recommended to me by a few different people, all saying how good he is. Tony has helped me with my mortgage and provided brilliant, helpful advice throughout the process of buying my first property. I honestly don’t believe there is anything that c...
Great advice, quick responses, and always honest and trustworthy. I feel confident in the advice Tony provides and know I can trust his guidance.
In my opinion, nothing could have been done better. Tony Duckworth was so helpful, always answering my calls and questions straight away and providing reassurance throughout the whole process. He was an absolute pleasure to work with.
