Lisa Rooney - IFA Holyrood Asset Management - Paisley

Lisa Rooney - IFA Holyrood Asset Management

Address: 35 Accord Cres, Paisley PA2 7DZ, United Kingdom.

Phone: 7909115186.

Esta empresa ofrece servicios de consultoría financiera con una especialización en asesoramiento de pensiones. Su localización en Paisley, Reino Unido, la convierte en una opción conveniente para aquellos que buscan asesoramiento financiero de alta calidad en su área.

Especialidades

Financial consultant

Los especialistas de Lisa Rooney ofrecen asesoramiento financiero personalizado y orientado a la empresa, ayudando a los clientes a tomar decisiones informadas sobre sus finanzas.

Otros datos de interés

Online appointments, On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Restroom, Appointments recommended.

Opiniones

This company has 15 reviews on Google My Business.

The average opinion is 5/5.

Los clientes han expresado su satisfacción con los servicios de Lisa Rooney, destacando su claridad, profesionalismo y disponibilidad para responder a preguntas y preocupaciones.

Se recomienda esta empresa a aquellos que buscan asesoramiento financiero de alta calidad en un entorno cómodo y accesible.

Características

Experiencia: Lisa Rooney cuenta con amplia experiencia en asesoramiento financiero, lo que le permite ofrecer orientación y apoyo a sus clientes.

Conocimientos: Su conocimiento en Finanzas es profundo, lo que le permite ayudar a sus clientes a navegar por las complejidades del asesoramiento financiero.

Comunicación: Su enfoque amigable y profesional facilita una comunicación eficaz con sus clientes, lo que les permite sentirse cómodos y seguros al discutir sus finanzas.

👍 Reviews of Lisa Rooney - IFA Holyrood Asset Management

Paul J.

5/5

Lisa provided a clear plan to optimise our pension options in an easily understandable manner. Her friendly and professional approach have made the whole process so effortless, and she has always been available to take on our questions. We would highly recommend Lisa based on our experience where her depth of knowledge in Financial Services are hugely valuable in navigating what can be a complex journey.

Pat H.

5/5

Lisa was excellent in advising me on my pension plans and options available to me, she was very knowledgeable and answered all questions in a way that was easy to understand. I would have no hesitation in recommending Lisa for Pensions & financial advice in the future.

John M.

5/5

I would recommend Lisa very highly,she was very courteous and professional when I asked about my pension plans. Lisa explained things to me in a language in which I understood and made decisions very easily for me.I would have no hesitation in recommending her services.Lisa also kept in touch during the year giving reassurances about the markets ups and downs

Lindsay C.

5/5

My wife and I were referred to Lisa by MA, the government money advice service, as we needed an IFA to transfer 3 small pensions and an occupational pension scheme. Right from the start we felt we had a champion in Lisa: she understood us, and what we wanted to achieve and smoothed our way for us. Lisa is great at making you feel comfortable, and at explaining anything you do not understand. We highly recommend her.

Lisa G.

5/5

Lisa helped me consolidate all my pensions into a much better solution. She was very knowledgeable and had a down to earth, friendly approach. I would 100% recommend to anyone going forward. Thank you

David R.

5/5

Great service and I’m so glad I chose True Potential for my investment portfolio. Advice from my pension advisor (Lisa) is excellent and she is always available to answer any queries I may have. The True Potential App is great too and very easy to navigate your way around so you can see exactly how your fund is performing.
It’s definitely 5 stars from me !

david M.

5/5

I was needing advice on my financial situation and after searching for a financial consultant with a good reputation that you can trust, I discovered Lisa Rooney.
Lisa looked all options to suit my financial needs and came to a conclusion for the present financial situation and a plan for my projected long term goal.
I would highly recommend Lisa to anyone that requires advice.
David

George M.

5/5

I found Lisa to be very professional & very helpful. Very pleased with the way Lisa has guided me through transfer of my pension. I would have no hesitation in recommending Lisa re all financial services.