Ross's reviews
Reviewed for
Insurance and Protection ( 17 )
Mortgages ( 3 )
Pensions ( 90 )
Retirement income (annuities, drawdown) ( 52 )
Investments and Savings ( 99 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 49 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 18 )
Financial Planning ( 67 )
Financial Mentoring ( 10 )
Financial Coaching ( 1 )
( 1 )
Reviewers' assets
£500k+ ( 47 )
£200k - £500k ( 13 )
£100k - £200k ( 5 )
Up to £50k ( 3 )
( 3 )
£50k - 100k ( 5 )
Review
by a verified client in Hertfordshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Ross Lambert helped you?
Ross has helped me go from very little understanding about my pension to a much fuller understanding.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing other than a little more advice around investing cash in the short term
Review
by a verified client in Hertfordshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I were very disappointed with the performance of SJP with our investment portfolio and were recommended to Ross and Mazars by very good and close friends who have had excellent results with him and his firm. We have not been disappointed with the changeover.
How has Ross Lambert helped you?
Has been practical, considerate and measured with his advice always having regard to our specific circumstances.
Have you seen the outcome you were hoping for?
Everyone hopes for a phenomenal outcome from their investments. We are thankful to Ross and his Associate for their realistic approach and sound advice.
What could they have done better?
Nothing
Review
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Required advice on investments
How has Ross Lambert helped you?
Regular visits and reviews
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Possibly higher returns
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Ross Lambert helped you?
I know I can trust Ross and that he has a sufficient level of experience to deal with my needs.
Have you seen the outcome you were hoping for?
Not in terms of investments over recent years, which have been a little down on where I would like them to be.
What could they have done better?
I think that Mazars investment arm could have performed better.
Review
by a verified client in Buckinghamshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for a proactive advisor to take over my savings and pensions.
How has Ross Lambert helped you?
Ross has helped consolidate both my savings and pensions and provide advice on how to manage my excess income to reduce tax and manage and maximise my future post retirement income/cashflows.
Have you seen the outcome you were hoping for?
The market is challenging however I am pleased with the progress made with consolidating my savings/pensions and the initial proactive advice given plus follow up calls, emails and annual review.