Reviews of Roseview Wealth Management. (Financial Consultant) in Glasgow (Other counties).

Roseview Wealth Management

9 Reviews

9 Comments

Financial Consultant

Financial planner

The Farmhouse Roseview, Leadburn, West Linton EH46 7BE, United Kingdom

Description

Information of Roseview Wealth Management, Financial Consultant in Glasgow (Other counties)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Roseview Wealth Management

Reviews of Roseview Wealth Management

J. A. G.

When my previous fixed rate mortgage came to an end, I was unsure where to begin searching for a new deal and advice. Kevin made the whole process seem so simple and explained to me in a way that was easy to follow and understand. He was great at answering all my questions and pointing me in the right direction. Kevin was very helpful from start to finish and was always at the end of the phone if I had any questions or queries. I would highly recommend Kevin and Roseview Wealth Management for his high expertise and professionalism and will definitely be using again in the future.

A. B.

I recently engaged with the services of Kevin at Roseview Wealth Management as I was looking for a general review of my personal finances after turning 50. We spoke at length about my circumstances and goals for the future and Kevin produced a detailed review with recommendations. We agreed it would a good idea to move my pension fund to a more appropriate investment management platform where I'd have more options and flexibility in the future. Previously I would glaze over when financial advisors tried to discuss such matters with me but Kevin managed to explain things in plain simple language that didn't confuse me and I felt comfortable with the choices I made based on his recommendations. The process was simplified for me with Kevin explaining the process clearly and reviewing all the documentation with me before I signed anything. Kevin was also in the process of helping my wife and I apply for a mortgage, which again was being dealt with professionally and efficiently until we had to postpone due to the September 2022 "Mini Budget". Hopefully we can resume this again in the not-too-distant future.

J. T.

I used Rosewiew Wealth Management for help regarding and securing my mortgage. The service provided was fantastic, with expert advice given throughout. They made acquiring the correct suitable mortgage for a first time buyer completely stress free!

P. S.

I find Kevin very professional and knowledgeable, he explains in simple language the processes that are involved and keeps me informed at every turn. I would highly recommend Roseview Wealth Management

B. F.

Very professional helpful & knowledgeable. Kevin kept me updated throughout the process and was always available to answer any questions that I had. Would highly recommend

S. M.

Recently dealt with Kevin at Roseview Wealth Management. Very happy with the service provided and would highly recommend.

P. L.

Great service from Kevin. Really well explained and communicated throughout. Will definitely recommend

M. G.

Very happy with the advice and service provided by Kevin at RWM. I would highly recommend.

K. B.

Contact

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