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 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

It is so refreshing  to find such an approachable, straightforward ( just as you said) knowledgeable, and likeable person such as Catherine. Thank you.

Karen Malin

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

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 am very happy with the service received; all advice and guidance has been fully documented and then verbally explained in 121 meetings.

John Munro

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

Rockwood has been invaluable in enabling me to make informed choices.

Paul McKendrick

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

John Hardstaff

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