Testimonials

Read some of the feedback received from clients.

Where do I even begin with Liz!

Calling her our financial adviser really doesn't seem enough, because she has become so much more than that to us - she genuinely feels like a friend.

Liz has gone above and beyond for us in every possible way. She takes the time to really listen and ...

Alison Roberts | Hayle

Liz possesses a special ability to listen, discuss and process what is said to her. She is professional, knowledgeable and inspires confidence that the advice she offers will help you to decide the best investments for your money. I always come away from my financial review with a feeling of conf...

Angie Julian | Retired, Truro

I felt complete confidence in Liz from the word go, which as been reinforced ever since with her excellent standard of communication. a finance meeting was made to feel warm, friendly and relaxed and there was no doubt that I could trust her completely with the needs of myself and my family. To m...

C Bosustow | Medical Secretary, Helston

From the outset Liz has shown a genuine interest, given good advice and guided me well. I now feel confident that my pension is professionally managed and will grow.

Christopher Verran | Assembler, Redruth

I came to Liz in a vulnerable state after many sleepless nights over finances. Liz was exceptionally kind and understanding and absolutely determined to resolve all my financial worries. Within a few months, my finances are now working really hard and for the first time in 4 years I can relax and...

Jude Stevens | Retired, Penzance

I've always been daunted by pensions and talk of planning for the future. However from my inital conversation with Liz, I felt totally at ease. Everything was explained in a language even I understood. I felt confident that Liz tailored her advice to exclusively meet my needs. 

Julie Smith | Penryn

I was impressed with Liz. She's so confident an professional in every way, made me feel like I can trust her with my investments and she is so caring credit to the business.

Kevin Hodson

Liz made us feel very comfortable and we trusted her the moment we met her. She explained things simply and so far what she has put in place for us has been great.

Liam Teague

Elizabeth Rolland, Liz inspires my confidence by providing sensible, talented, advice in my interests and comprehensive explanations of any queries I might pose. I would be happy to recommend her to anyone and already have done. Thank you. 

Rosemary Hardstaff | Retired NHS Radiographer, Falmouth
We couldn’t recommend Liz highly enough. We’ve recently retired early, and if it wasn’t for Liz, we genuinely wouldn’t have known this was possible. We completely trust her advice and know she always puts our needs first, ensuring we make the right ...
Sadie & Brian Sutcliffe

Liz has always given me sound clear advice. She always tailors products to my specific needs and gives me both time and choice outlining risks and benefits so I can always make an informed choice. She is both professional and always kind and amazing.

Sandra Broad | Staff Nurse

I find myself very fortunate from the onset to have secured such a knowledgeable and trustworthy adviser in Elizabeth Rolland. I found her approach towards my retirement requirements to be totally professional and very understanding of my situation, I would not hesitate to recommend her to anyone...

Stephen Paull | CNC Machine-Setter/Operator

Liz's kindness, knowledge and support has been so helpful in the financial planning for mine and my children's future. Trustworthy advice and very happy wit the plan I have taken out.

Suzanne Dellamuno