Testimonials
“She really knows her stuff and brings a refreshing ethos to the financial services world.”
Catherine approaches financial services with a holistic approach meaning she fully understands her client’s affairs. She really knows her stuff and brings a refreshing ethos to the financial services world. If you are looking for an IFA I can fully recommend her
Gavin McBride
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“She really knows her stuff and brings a refreshing ethos to the financial services world.”
Catherine approaches financial services with a holistic approach meaning she fully understands her client’s affairs. She really knows her stuff and brings a refreshing ethos to the financial services world. If you are looking for an IFA I can fully recommend her
Gavin McBride
I didn’t have an adviser looking after my financial planning and protections. Wherever there was a clear and obvious gap in my arrangements Catherine worked tirelessly to fill it. Wherever there was an unclear and less obvious gap in my arrangements Catherine made me aware of this and had various solutions to hand in order to rectify the situation.
Andrew Bull
I needed to consolidate pensions and look at my financial goals having moved out of formal employment to set up my own business. Catherine was brilliant – she really got underneath my whole financial situation and goals and we also brought my husband into the equation to get a full picture of what we wanted to achieve. We then pulled together all the information and Catherine gave me options and her opinion of the best way forward. Then she and the team got going on actioning everything which needed to be done. As my finances have evolved and changed with changes in life circumstances following bereavements and my business taking off she has always been there to make sure we still have the right things in place, and the right strategy to achieve my financial goals. I have worked in the finance industry for the all my working career and view myself as financially savvy – but Catherine has taken my own expertise to a new level and I love it that I feel secure in my finances and that she is always there when I need help.
Sarah Shay
So it was particular pleasure, when retaining Rockwood Financial Solutions to review my pension provisions, to discover that their passion and dedication to providing a similar level of service and dedication was equally outstanding.
The review and resolution of all issues in this matter were dealt with quickly and painlessly with a smooth efficient and totally professional manner. I will have no hesitation in recommending Rockwood Final Solutions to all my contacts, family and friends alike.
Peter Johnson
We agreed a way forward and Catherine was super-efficient in getting the ball rolling. She explained everything clearly, pointing out things I had not been aware of. I am now happily retired and would certainly recommend Catherine Casey and her company Rockwood Financial Solutions to anyone looking for financial advice/planning. It was a pleasure doing business with her.
Helen Hamilton
We wanted to consolidate Pensions and Savings and to review we have sufficient for retirement plans. Catherine completed a review of our finances, assessed our attitudes to risks, lifestyle, expenses and potential for possible early retirement options. She advised about best options for investment plans and pensions and advice on retaining level of easy access cash for future needs and projects. She provided ongoing assistance with consolidating savings and pensions and converting into simplified wrapper financial products. She used simple language and clear illustrations to explain everything. We are happy with the simplification of our finances and are confident about retiring at a time suitable to us. We are very happy with the personal and professional service provided.
Anna Clare
We were planning the next stage of our lives post-retirement and wanted help managing our pensions. Catherine is fantastic: sensible, clever, calm, and very reassuring. We feel our money has been managed very well, and we are confident that Catherine is looking out for our best interests.
Julie Akhurst
Catherine carried out a full review, made appropriate recommendations and put the agreed actions into place. We continue to have regular planned discussions to ensure that our requirements continue to be met, which they are. The pension plan continues to perform very well and all other matters are highly satisfactory. Very happy with all aspects of the service.
Bernie Thornton
Rockwood has been invaluable in enabling me to make informed choices.
I had a couple of private pensions that needed reviewing and sought advice on the best way to manage them. Catherine walked me through all my options with clarity. She has a talent for being professional yet never condescending and is happy to go over things to make sure I understand the next moves. Her reports are concise and accurate and she has an excellent, friendly team behind the scenes who are there to act on Catherine’s recommendations promptly. Catherine has been of great help over the years and I have recommended her to many of my friends and family. Catherine always delivers the best solutions and has been correct in her financial forecasts. I can’t think of any one time when Catherine hasn’t given her best.
Paul McKendrick
My partner and I approached Catherine for pensions advice a couple of years ago, and since then she has helped us to not only start our savings but use them to maximise the tax advantages they can provide. She set up our pensions quickly and efficiently and made it really easy for us to make both regular payments and lump sum deposits. She managed to track down old pensions, where others had failed and were able to consolidate these funds into the new accounts. Catherine gives clear and sound advice and is helping us to make use of the pension funds that we’ve been able to build up. I would recommend Catherine at every opportunity.
Andrew Firth
Catherine at Rockwood has been our Financial Advisors for about 5 years now and we cannot speak highly of her enough. There is no “selling” of products, it is Financial Planning advice. If you want to plan your financial future and protect yourself and your family should the unfortunate or worst happen, I would have no hesitation in recommending Catherine and her team.
Keeley Wallis
Catherine provided exactly the advice we needed and has put the correct policies in place which will ensure are families are protected and the added benefit that the polices are also tax efficient. Catherine’s technical knowledge is second to none and I can’t recommend her highly enough
Gavin McBride
“Catherine makes a real effort to understand her clients’ financial affairs, their personal goals and needs.”
Catherine’s approach to financial planning is entirely practical and structured. She makes a real effort to understand her clients’ financial affairs, their personal goals and needs. I now trust Catherine’s recommendations implicitly and have no hesitation whatsoever in recommending her services
John Hardstaff
“Catherine makes a real effort to understand her clients’ financial affairs, their personal goals and needs.”
Catherine’s approach to financial planning is entirely practical and structured. She makes a real effort to understand her clients’ financial affairs, their personal goals and needs. I now trust Catherine’s recommendations implicitly and have no hesitation whatsoever in recommending her services