Testimonials

Testimonials

Michael Andrew Cusack

7 reviews
Rothesay Bennett Financial Planning has been a trusted partner for many years, providing consistently excellent advice and support. As a firm, they combine deep financial expertise with a client-first approach that builds real confidence. Their service is professional, responsive, and always tailored to individual needs—whether it’s retirement planning, investments, or long-term financial strategy.

What stands out most is their ability to simplify complex decisions and provide clarity in an ever-changing financial landscape. The team is knowledgeable, approachable, and incredibly well-organised, making every interaction smooth and reassuring.

A special mention to Richard Westwood, whose guidance over the years has been invaluable—but it’s clear that the strength of the firm lies in a strong team culture built around trust, transparency, and doing what’s right for the client.

Highly recommend Rothesay Bennett to anyone seeking reliable, ethical, and expert financial planning support.

5 months ago

Graham Dalley

6 reviews
The introduction came through my retirement some 8 years ago. It began with a very helpful presentation. Having then asked for personal advice there have been annual meetings initially face to face. Detailed reports have always been provided alongside helpful and obviously carefully considered advice. We were pleased with the investments and the return we have had from them since.

We have no difficulty recommending this company.

3 months ago 

Robert Steffens

3 reviews
My wife and I have been clients of Richard for over ten years. His independent advice has been reliable and is always given in our best interests. We have complete confidence in the products Rothesay Bennett offer and manage. Richard is personable, easy to engage with, encourages two-way dialogue and is excellent at explaining his advice in layman's terms. He is also readily contactable and we would highly recommend using Rothesay Bennett Financial Planning.

4 months ago

Malcolm Dillon

3 reviews
Paul Grice from Rothesay Bennett has worked as the financial adviser for us as a couple for nearly 15 years. His manner has always been engaging, friendly and helpful and we have trusted in his honesty and good intentions throughout this period. He and his staff have always been efficient, responsive and reliable and he has been prompt in responding to any queries. Paul has been careful to understand our financial circumstances and needs and to advise accordingly. He has worked openly with us to understand our attitude to risk and to inform us of risks and safeguards in any decisions we make as a result of his advice and we have remained content to have him as our adviser over these years. Malcolm and Bev

4 months ago

James Boyd

14 reviews
To put my comments below in context, I have been a client of several financial advisors in the past and had relationships with many more in my previous career roles as both an investment software provider and insurance company executive.

I have been a client of Richard Westwood’s business, Rothesay Bennett Financial Planning, for almost 10 years now, and I can honestly say that I have never met anyone who so truly puts the interests of his clients at the centre of everything he does. He is supported by an excellent team of professionals who reflect the admirable core values of the business and who bring technical skill and empathy to their client dealings.

Thank you, Richard and team, for your expert and friendly support over the years.

5 months ago

Jade Taylor

6 reviews
Adam has been so helpful in getting our company pensions set up.

He made the whole process simple and easy to understand and is always available for a catch up. We also have annual reviews to assess performance and any changes we want to make.

I would highly recommend Adam.

5 months ago

Joanne Shellis

1 review
Having worked in accounts for many years I felt I had a good understanding of my pension options but as pension advice is quite a specialised area of finance, after recommendation from friends who have been happy with Jason Behans advice for a number of years we asked Jason if we could have an initial meeting to review our options.

Jason was very professional and helpful in presenting and explaining some of the more complex elements of pension plans, offering suggestions on how we could consolidate different plans with a view to maximise our return as we plan towards our retirement.

Jason offers initial no obligation advice in a friendly no pressure way and i would be happy to recommend him if you are looking for any financial advice.

5 months ago