Roseview Wealth Management - West Linton

Address: The Farmhouse Roseview, Leadburn, West Linton EH46 7BE, United Kingdom.
Phone: 1315263062.
Website: roseviewwm.co.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 24 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Roseview Wealth Management

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

⏰ Open Hours of Roseview Wealth Management

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

Roseview Wealth Management is a highly respected financial planning company located at The Farmhouse Roseview, Leadburn, West Linton EH46 7BE, United Kingdom. The company specializes in financial planning and offers a range of services to help individuals and families manage their finances effectively. Their phone number is 1315263062, and their website can be found at roseviewwm.co.uk.

Specialties and Features

  • Financial planner
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Appointments recommended

Opinions and Reviews

Roseview Wealth Management has received positive feedback from clients. With 24 reviews on Google My Business, the average rating is 5/5. Clients appreciate the professional and knowledgeable approach of the team, particularly in areas such as financial planning and mortgage advice. Many have also praised the efforts of Kevin, a key member of the company, for his clear and helpful guidance in making important financial decisions.

👍 Reviews of Roseview Wealth Management

Roseview Wealth Management - West Linton
Charles K.
5/5

Fantastic service from Kevin. From our first conversation through to our completion he was on the ball, knowledgeable and took the pressure off us during the purchase of our first home. I would recommend him to anybody who requires financial or mortgage advice.

Roseview Wealth Management - West Linton
Anne G.
5/5

Thank you Kevin. You were very clear and professional, helping both myself and husband make decisions, which will benefit us both. I would thoroughly recommend you for pension advice.

Roseview Wealth Management - West Linton
Agnieszka C.
5/5

Excellent service! I have recommended Kevin to few of my friends aswell!

Roseview Wealth Management - West Linton
Scott M.
5/5

Kevin was a pleasure to deal with throughout the process of consolidation of old pensions and a mortgage renewal.

He explained everything in easy to understand terms which put me at ease as well as explaining the risks and benefits of the options avaiable to me.

I would 100% recommend Kevin and the services he provides and will use him again with our hesitation.

Roseview Wealth Management - West Linton
rebecca W.
5/5

Kevin has been absolutely fantastic from start to finish he has helped secure me a joint borrower sole proprietor mortgage with my father - it was a very customised request however Kevin worked tirelessly to secure me a mortgage.
He was responsive and reassuring. His communication is excellent and he always responded to my questions within an hour or two. He worked above and beyond what I would expect of a mortgage broker and was very personable throughout. I am absolutely delighted with the service provided and I wouldn’t hesitate in recommending Gunn
to my family and friends as he never lets you down . Thank you Kevin.

Roseview Wealth Management - West Linton
Jamie A. G.
5/5

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.

Roseview Wealth Management - West Linton
Douglas B.
5/5

Always available to explain everything on pensions and investments, I would highly recommend

Roseview Wealth Management - West Linton
Andy B.
5/5

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.

Go up