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.
Opinions: This company has 18 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, located at The Farmhouse Roseview, Leadburn, West Linton EH46 7BE, United Kingdom, is a distinguished financial planning company that has made a significant name for itself in the industry. With a phone number of 1315263062 and a website available at roseviewwm.co.uk, they offer comprehensive financial planning services to their clients.

Specializing in financial planning, Roseview Wealth Management has carved a niche for itself in the competitive market. The company prides itself on its wheelchair-accessible facilities, including a car park, entrance, and toilet, making it an inclusive space for all individuals.

With 18 reviews on Google My Business, Roseview Wealth Management boasts an impressive average opinion rating of 5 out of 5. This speaks volumes about the company's commitment to delivering top-notch services and building long-lasting relationships with its clients.

The company's location, The Farmhouse Roseview, Leadburn, West Linton EH46 7BE, United Kingdom, sets it apart from its competitors, offering a serene and picturesque environment for clients to discuss their financial planning needs. The combination of expert financial advice and a tranquil setting makes Roseview Wealth Management a unique choice for those seeking financial guidance.

👍 Reviews of Roseview Wealth Management

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
John G.
5/5

Had a great meeting with Kevin who.put me at ease with regards to investing,would recommend him to anyone who is thinking of investing

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
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.

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

First class Service, Kevin took the time to explain all my options explaining carefully, which made it easy for me to understand and make an informed choice. Cannot recommend highly enough.

Roseview Wealth Management - West Linton
Ehmer A. (.
5/5

The service Roseview provided was faultless. I found them to be very proactive and helpful - this was during a time the interest rates were changing regularly which was causing a lot of uncertainty. I dealt with Kevin, who pre-empted problems before they rose and actually came up with solutions up front in the forms of different providers, and actually found me lower rates. Kevin's knowledge of the market is also great and he was very easy to deal with - would 100% recommend.

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

Kevin's been dealing with / helping me with my pension for quite a few years now, and I've always found during this time that he is super prompt in replying to emails and returning calls - because of this and his professionalism and knowledge - I would certainly recommend Kevin and Roseview Wealth Management.

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