How long have you worked with Rosebridge?
My name is Simon Hewitt, and I’ve been involved with Rosebridge for three years now. My adviser’s name is Darren Maroney.
Why did you get in touch with Rosebridge?
I got in touch with Rosebridge on the back of continuing to develop ourselves financially. We needed to take that next step, so we needed professional help.
What has Rosebridge helped you with?
Our challenges at the time were essentially based on gaining personal wealth and how that needed to be managed. We wanted to ensure that it was managed in the most effective way.
Why did you choose to work with Rosebridge?
Rosebridge have got a good reputation in the marketplace. We did do a little bit of due diligence on them, but after meeting Darren and seeing what he had to say, how we connected and his understanding of our objectives, his experience really drew me in. Because while you look at the business, you also look at the individual, as that’s who you’ll be dealing with on a day-to-day basis. So it was really about the connection that we made at that time.
Which 3 words would you use to describe Rosebridge?
If I had to use three words to describe the relationship I have with Ross and how it makes me feel, they would be “confident, comfortable and optimistic”.
How does working with Rosebridge make you feel?
Working with Rosebridge makes me feel very comfortable. Again, it comes back to putting your financial future in somebody else’s hands. So, you have to feel confident and comfortable, and I feel both.
How has your relationship with Rosebridge developed over the last 3 years?
The relationship with Rosebridge over the last few years has certainly developed from much more than just a client-adviser relationship. We started off with our long-term objectives, and what our landscape looks like going forward. For discussions, which are one of the great things about working with Rosebridge, they give you plenty of opportunity to meet face-to-face, either online or in person. And you can talk about some of the intricacies of our life, which helps them understand what our lifestyle is like. And, therefore, what the intricacies of our long-term development are.
What’s the best thing about working with Rosebridge?
The best thing about working Rosebridge is the confidence. I’m confident that Rosebridge is looking out for our best interests. They’ve got our whole financial future in their hands. They’re also accessible anytime for discussions if there are concerns. So yeah, confidence and accessibility to Darren.
How do you feel about your financial future?
I’m optimistic about our financial future, knowing that Rosebridge is looking after it.
What’s the best piece of advice Rosebridge has given you?
Some of the best advice that Rosebridge gave us was to engage with our children at an early age in setting our financial future. Making sure that the children are involved. Because although they are relatively young, they will hopefully be beneficiaries of the system that we’ve set up and of any financial opportunities going forward.
Would you recommend Rosebridge to other people?
I would absolutely recommend Rosebridge for all the reasons I’ve talked about earlier. Namely, their expertise in looking to secure your financial future, and the comfort, confidence and optimism that they gave me. Absolutely. Based on my experience, on our experience, I’d recommend Rosebridge.