Ross's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 2 )
Pensions ( 146 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 53 )
Investments and Savings ( 64 )
Pension Transfers - Non Specialist ( 30 )
Inheritance Planning ( 5 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 36 )
Financial Mentoring ( 5 )
Financial Coaching ( 4 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 43 )
£100k - £200k ( 23 )
( 2 )
£50k - 100k ( 11 )
Up to £50k ( 18 )
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension transfer
How has Ross Speedie helped you?
Ross Speedie has always been of great help, listening carefully to any concerns and offering clear and detailed advise.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lancashire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to invest my private pension
How has Ross Speedie helped you?
by giving financial advice regarding investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Devon
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Ido not like speaking on the phone to someone I don’t know. Now I have met Ross I shall feel very at home on the phone to him.
How has Ross Speedie helped you?
Ross has suggested a lot of ways too cut the tax when I die.
Have you seen the outcome you were hoping for?
I shall have to give a lot of thought to the things Ross has suggested. but i will certainly fell more at ease speaking to him on the phone.
What could they have done better?
I don’t think they could have done Better
Review
by a verified client in Suffolk
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Ross Speedie helped you?
Good recommendations on pension fund.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous adviser retired.
How has Ross Speedie helped you?
His knowledge, careful and lucid explanations and professional attitude have always given us great confidence. The results of his advice have been positive.
Have you seen the outcome you were hoping for?
Definitely.
What could they have done better?
We can think of nothing that could be done better.