Rotherbrook Financial Planning - Petersfield

James Phelan - Phelan Cloud Accounting

Will from Rotherbrook Financial Planning has helped me set up two pension schemes. We had a few meetings in which Will explained everything so we understood how our pensions would be invested including forecasts to retirement to help us understand what we might receive in retirement.

Will also set up a life insurance policy in my company to ensure my family is covered should anything happen to me.

I would recommend Will and Rotherbrook Financial Planning to anyone looking for financial advice. Particularly business owners looking to utilise surplus funds and save corporation tax.

Endometriosis South Coast

Will Currie, the Independent Financial Advisor at BNI South Downs, has been an incredible supporter of Endometriosis South Coast. His expertise and dedication have made a real difference to our organization. Most recently, Will played a pivotal role in helping us secure a £2,500 grant from St. James's Place, which will go a long way in supporting our work. We are immensely grateful for his guidance, generosity, and ongoing commitment to our cause. Thank you, Will, for being such a valuable ally to our community!

Michael Beverley

I can confidently say that Will is exceptional at what he does. His dedication and expertise were evident throughout our interactions, particularly in his diligent efforts with multiple mortgage applications. He consistently secured the best rates available, showcasing his commitment to achieving optimal outcomes for his clients.

Moreover, Will's proficiency extends beyond mortgages; he provided invaluable assistance with retirement planning, and pensions. His comprehensive approach and personalised guidance were instrumental in navigating these complex financial areas with ease and clarity.

I would recommend Will to anyone seeking top-tier financial planning services.

Krissie O'Brien

I would like to thank Will Currie, who I can now say is our financial advisor.
Having met Will through the BNI meetings, his weekly 60 second ‘golden nuggets’ of timely information, our one to ones, together with the trust shown in him by the other members here, encouraged me to broach the dreaded ‘retirement planning’ subject with my husband – thankfully he agreed to have a meeting.
My husband took an immediate liking to Will who clearly set out what we needed to think about and what we needed to do, all in easy-to-understand language.
Will has demonstrated an excellent understanding of our financial needs and goals, delivered his advice with these clearly in mind.
We have complete confidence in Will and his professional abilities, and have found his advice to be clear, relevant and prudent. We will be continuing our financial journey with Will without hesitation and will happily be recommending him on to others.

The Big Ladder Photographer

I used Will Currie for my recent house purchase. It was during the time of Liz Trusses disaster budget so the mortgage rates went wild and lenders got cold feet. Will moved heaven and earth to get me a good rate despite the rates changing daily! Highly recommended. Crucially for me he talks straight without trying to upsell which boils my blood with other companies.

Milly Hill

I don’t know what I’d do without Will. So friendly, professional and knowledgeable. He takes something I loathe – managing my finances – so easy to understand and much less stressful for me. I now feel like I have a plan and someone looking out for me, which gives me great comfort! He also helped me find the right solicitors when selling my property and shown me where to invest my savings for a maximum return and he’s helped merge all my pensions. He stays in touch to make sure that he’s up to date with our needs. Will thinks about short, med term and long term option and genuinely seems to care. I wouldn’t hesitate in recommending him to others.

Matt Smith

I can highly recommend Rotherbrook Financial Planing. Will was so helpful and thorough when advising me on setting up my pension. I am confident in the fact that my pension could not be in safer hands. Whenever I have any questions at all, Will is always prompt and professional with his answers.

Kate Redman

I highly recommend Will. He has extensive financial knowledge; he is able to translate complicated financial jargon and systems into a concise form and really takes time to understand my financial position and what I want/need to achieve.