We work with a variety of wonderful clients of all ages, lifestyles and professions.
Please read what our clients have to say about us below; the link above will take you to more reviews!
Let us know if you would like to know more.
Hayley has been absolutely amazing. I was able to explain my own objectives thoroughly which I felt Hayley understood very well. What had the potential of being a complicated process was just seamless. Hayley explained all pros and cons behind my pension consolidation very well. I have learned a great deal and feel like I have taken a decision based on first class advice. The amount of work that clearly went into the reports prepared for me has been very impressive. At every stage I have felt that Hayley held my hand really well and I feel so happy with the final outcome. Danny, London
Hayley North makes complicated financial arrangements understandable to the panic-stricken layperson. Over the last five years, she has guided us to a much stronger financial position with charm and wit. Val Stevenson & Paul Sieveking, London
Thank-you for once again for rationalising our complicated finances - your sound advice in these tough times is always welcome, always correct and therefore always taken. We look forward to our next 'check-up'.
John & Julia Burrowes, Buckinghamshire
I have a natural mistrust of financial advisers but needed some advice on my pension and ISAs. Hayley is approachable, practical and empathetic to my needs.
I feel that she has my interests at heart so have taken on her recommendations over the past few years - which is impressive! Thanks Hayley! Moira, London
Rose & North have looked after my family's financial affairs for several years now & have worked with us to design a financial plan that really works for us.
Hayley is very knowledgeable and has gone to great lengths to arrange things to suit us. I find Hayley friendly and efficient & wouldn't hesitate to recommend her, she makes financial planning very straight forward and easy to understand. Lindsay Miller, London
Having had my head in the sand about my finances for many years, I finally found Hayley and haven't looked back. Hayley was fantastic at understanding my specific requirements and coming up with bespoke proposals which have worked for me! Monica, London
Since being introduced to Rose & North two years ago, Hayley
has assisted us to make sense of the complicated pension decisions
we all have to make. Hayley has given sound advice upon pension and ISA. Thank you Hayley.
Christopher, Company Director, Oxford
My husband and I feel very comfortable and at ease with Hayley which is very important if we are going to talk frankly about our finances and plans for the future. Some IFAs can sound a little patronising or "talk down" to their clients - but Hayley is not one of those. She gave us very clear advice about our options when we were a few years off retirement and we have followed her advice at the time and since then regarding buying annuities as well as investing in stocks and shares ISAs and managing changes each year. Hayley is very responsive to a quick email to check out whether or not changes flagged up in the press will affect us and if so, in what way. We trust Hayley's advice and have recommended her to others.
Marilyn & Stephen, London
As novices, Daniel was extremely patient and understood our need to meet face to face as we poured over details and sought clarification. Daniel managed to illustrate our options in detail and how it all works in an easy to understand way.
We are very pleased to not only understand our retirement financial situation but also to be in a position where we have access and more control.
We are extremely satisfied with how Daniel handled our case. He is friendly and efficient and has gained our confidence.
Being a small Oxford-based mining consultancy representing a major global mining parent company, we have preferred to use local professional financial services for the management of our staff's pension, health and wealth management. Unfortunately for us, and in spite of the excellent and very professional service that we had enjoyed for more than ten years, our financial services provider decided in mid-2012 to withdraw from wealth management and focus on their core accounting business. Consequently, we needed to find a new service provider to assist us with our wealth management, and we identified Rose & North partly because this provided us with some continuity since key individuals from our previous wealth management service were brought into Rose & North's senior management structure. We have been very pleased with our decision. We enjoy a personalised high quality and very professional service from experts whom we like and enjoy dealing with. The transfer of our wealth management to Rose & North was seamless, efficient and painless. We have been very happy with our decision and we would not hesitate to recommend Rose & North's wealth management services to any medium and small-sized business. Corporate Client - Oxford
I approached Hayley North because my pension arrangements and other investments needed to be streamlined. She took a great deal of time discussing not only my current arrangements but also my future requirements as well as my general attitude towards investments. She took my views on board and understood my concerns. She was prepared to take the time to explain the available options to me in detail and I found her reports both comprehensive and easy to understand. She gave me the information I needed to make an informed choice and whilst there was no pressure to do so, I did follow her recommendations. Once my decision had been made, she processed things quickly and kept me fully informed throughout. She was very approachable and pleasant to deal with throughout.
Friendly and approachable, explains things well, keeps in touch regularly. Catherine, Gloucestershire
Making personal contact, both online and face-to-face. Answers or deals promptly with all queries.
Explanations are clear and thorough. Tailors her advice to our personal circumstances.
Stanley & Jean, Nottinghamshire
I went to Hayley because my pension drawdown demanded IFA involvement. Best move I've made in years. Hayley has helped me enormously; she's fastidious, creative and admonitory when need be. Wears her considerable expertise lightly. Dave Heasman, London