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EXCELLENTTrustindex verifies that the original source of the review is Google. Rob Mansfield has been my financial adviser for over 8 years both pre and post retirement. He has been actively involved with my various pensions, but more so on a defined benefit scheme which was transferred to a SIPP to suit my current financial status. He is a man of integrity and is diligent, thoroughly analysing investments to suit my current attitude to risk and reward. He has been involved in advising on Inheritance Tax liabilities and options available to meet potential liabilities. He is always available and open to discussion providing help for others in the family when needed, as was the case, when asked to assist with recovery of a lost pension of my deceased brother, which had a positive outcome and was of enormous financial benefit to my widowed sister-in-law. I would have no hesitation in recommending Rob to others.
Owner's reply
Thank you so much for your wonderful review. It's been a privilege working with you over the past 8 years, across 2 firms, especially through such an important transition into retirement. I'm pleased you're happy with the pension work we've done, and that we're able to navigate an ever changing inheritance tax situation together. Helping your sister-in-law recover your brother's lost pension was particularly meaningful work - I'm so glad we could achieve a positive outcome for her during such a difficult time. Thank you for your continued trust and for allowing me to support your wider family when needed. I look forward to many more years working together.Posted onTrustindex verifies that the original source of the review is Google. Rob Mansfield at Rootes Wealth Management was recommended to me and I cannot speak highly of his approach and trustworthiness. He helped consolidate my existing pensions and develop a plan to optimise my pension at time of retirement. He was exceptional at explaining the technicalities and helping me understand in simplest terms the best way forward. I would not hesitate in recommending him to friends and family. My pension plan is working well and Rob has also provided further financial advice and services to me and my family.
Owner's reply
Thank you so much for your lovely review. It's always a pleasure working with you. Helping clients really understand their options is a key part of what i'm building at Rootes Wealth Management. I want more people to feel in control of their finances. It's an honour that you've referred family members to me and I look forward to working with you for many years to come.Posted onTrustindex verifies that the original source of the review is Google. I had a great experience discussing pension options and advice with Rob. It was all explained very clearly — from the key terms to how they impact my specific situation. I came away from the call feeling much more informed and confident about my next steps and future outlook. Highly recommended for anyone looking for better understanding with their pension options.
Owner's reply
Thanks for your review, it was a pleasure to discuss your pension with you and explain what all the jargon means. As and when you're ready, I look forward to working through those next steps with you.Posted onTrustindex verifies that the original source of the review is Google. I would highly recommend Rob. My partner and I needed some advice on savings and investment. Rob provided prompt, clear and concise advice. No catches, no hidden fees. Rob’s informed, specialist advice means we now have a clear path forward. Thank you!
Owner's reply
Thanks for the brilliant review! I'm really happy to hear you found our conversation on savings and investments prompt, clear, and without any catches. That's exactly what I aim for! Wishing you both the best on your financial journey.Posted onTrustindex verifies that the original source of the review is Google. Rob is fantastic - he is very knowledgeable and helpful, and he provides thorough and clear guidance - a pair of very safe hands for my pension decisions! Thoroughly recommend appointing him.
Owner's reply
Thanks so much for your fantastic 5-star review! I'm thrilled to know you feel you're in 'very safe hands' with me. I really appreciate your recommendation and I'm looking forward to continuing our work together to make your pensions work for you.Posted onTrustindex verifies that the original source of the review is Google. I highly recommend Rob, he is incredibly knowledgeable and supportive and made me at ease with quite a daunting process.
Owner's reply
I'm really pleased to hear you felt at ease talking with me. Understanding the factors that go into getting a mortgage can seem daunting, but it becomes manageable with a plan. It's truly rewarding to know my support and knowledge made a difference for you from our initial chat. Thanks for this fantastic review, I really appreciate it!Posted onTrustindex verifies that the original source of the review is Google. Rob has been absolutely first class, helping me set up a private pension that meets my needs, and other protection. From a standing start he's taken me through step by step explaining everything really clearly for a total novice. He's been extraordinarily careful and patient. I really feel like I have an informed grip on my financial future now. I can't recommend Rootes Wealth Management highly enough.
Owner's reply
Thank you for your wonderful review! It's a pleasure working with you. I'm delighted to help you establish a private pension plan and set you up with protection (insurance) that aligns with your specific needs. I take great pride in making sure people understand their financial options as pensions can be confusing. It's particularly rewarding to know that you now feel informed and confident about your retirement planning. At Rootes Wealth Management, we're committed to providing this level of personalised service to all our clients. I truly appreciate you taking the time to share your experience, and I (Rob) look forward to continuing to work with you.Posted onTrustindex verifies that the original source of the review is Google. We would highly recommend Rob Mansfield. He is very knowledgeable in his field, shows a keen interest in his client and wants the best outcomes for them. Rob is very easy to talk too and makes you feel very comfortable in what could be a very complicated and difficult area to understand. Sarah and Martin Tracey
Owner's reply
Thank you so much for your wonderful review! It means a great deal to hear that you would highly recommend my services. It’s pleasing to be able to make complex areas easier to understand and create a comfortable environment for everyone I work with. Your feedback is greatly appreciated! I look forward to continuing our conversation in due course. Thanks again for taking the time to share your experience!Posted onTrustindex verifies that the original source of the review is Google. I recently consulted Rob Mansfield on matters of income tax on my private pensions. I have moved to Portugal and there are questions of inheritance tax as well as on domicile. In a Zoom call, Rob was able to give me very useful guidance on these questions as well as pointing me to several other sources of information, which overall are likely to reduce the tax burden on my pension income considerably. I can highly recommend his services!
Owner's reply
Thank you so much for your kind words! It was a pleasure assisting you with your tax questions. I'm so glad the guidance on income tax, inheritance tax, and domicile proved helpful in navigating your new circumstances. It's always rewarding to help clients, whether they are still based locally or, like yourself, have moved further afield from areas like Tunbridge Wells. I wish you all the best in Portugal and with managing your pension income.Posted onTrustindex verifies that the original source of the review is Google. I was just lucky that I found this financial provider in the time of need. Rob was professional, helpful and tailored his response to a niche of NHS redundancy and pension. I felt that he not only provided objective advice but also pointed out at considerations I had no thought through. I would highly recommend the Rootes Wealth Management as your independent financial advisor for the reasons of versatility, robustness and technicality.
Owner's reply
Thank you so much for the excellent review! It's great to hear that you found Rootes Wealth Management through MoneyHelper at just the right time for your NHS redundancy and pension query. I'm pleased that you found my (Rob's) guidance professional, helpful to your specific situation. It's always my goal to provide objective guidance and ensure clients consider all relevant aspects to help them make informed decisions. Your recommendation regarding Rootes Wealth Management's versatility, robustness, and technical understanding is very much appreciated. Thanks again for taking the time to share your positive experience!
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