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

“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 often glaze over when it comes to issues of financial planning, but Catherine is different. She has an ability to bring the subject to life: with authority, common sense, drive, vision and a remarkably infectious energy

Mark Currie

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

Just a short note to say how impressed we were with Ash. He was very friendly and approachable and took the time to get to know us in order to identify our needs. Ash has provided us with really interesting (and useful) information that demonstrates his knowledge understanding of the pension market. I would say that he is certainly an asset to your team.

Kish Carey

The depth of Catherine’s knowledge and understanding of her field, coupled with her ability to quickly grasp her clients’ needs, make her invaluable as a holistic financial planner. I trust her implicitly and would have no hesitation in recommending her

Linda Stevenson

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

I’d like to say how much I value Ash Sohanpall as my adviser. He  has managed to make good of some investments for me & tells me he has some options for me to make for the next financial year which he thinks would suit me better. I trust his wisdom & feel that I WON’T get ripped off. (You hear too much of that nowadays.) I feel comfortable with any suggestions made & that because he’s got to know me in the professional capacity, he can then plan accordingly as to what will work for me. It would be really find it hard to find anyone who could do the work any better.

Rebecca Boldry

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

We found Ash most engaging, we also found his personable nature and undoubted knowledge second to none. Having usually dealt with banks and building societies who merely push their own products, it was refreshing to experience a whole of market approach and we are extremely happy with the products we have committed to. We will have no hesitation in recommending your company to our friends and relatives in the future.

Helen Carass

“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

John Hardstaff

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call 0330 332 2679