Ross Taylor

What were the circumstances that caused you to initially look for an adviser?

Looking for a safe return on savings

How has Ross Taylor helped you?

Offered a tailored solution that considered our future needs and attitude to risk

Have you seen the outcome you were hoping for?

Despite minor blips in the market we always considered this a long term investment and are happy to say we are seeing good returns in our low risk portfolio after 5 years

What could they have done better?

Nothing really

What were the circumstances that caused you to initially look for an adviser?

We wanted professional advice to manage our finances as we had previously had poor advice.

How has Ross Taylor helped you?

He has provided ongoing guidance and advice, taking into account our circumstances. He has clearly explained how the markets have fluctuated and given us very sound advice which eased our concerns.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for an adviser?

26 years ago, Chris Taylor, the father of Ross Taylor who is now running the business was hugely effective in extracting me from Equitable Life Assurance Co. That was going bust; an utter disgrace by the Directors of Equitable who were never prosecuted. I and my wife have received impeccable financial advice for over a quarter of a century as our financial needs have changed with age.

How has Ross Taylor helped you?

Reorganising my wife’s investments

Have you seen the outcome you were hoping for?

Yes, very satisfied

What could they have done better?

Nothing really

What were the circumstances that caused you to initially look for an adviser?

We had inherited money and needed some specialist advice on how best to invest it for ours and our children's futures

How has Ross Taylor helped you?

Ross has taken over the family business from his father in recent years and helped us with all the items indicated above. He has carried on the traditions of the firm and excellent standards of client care while bringing his own fresh and distinctive approach to re-evaluating and re-structuring our portfolio.

Have you seen the outcome you were hoping for?

Yes and performance since the portfolio re-structure took place has been impressively good

What could they have done better?

We are very satisfied indeed with Ross and his excellent team and have nothing to suggest here.

What were the circumstances that caused you to initially look for an adviser?

I wanted to ensure my pension fund was managed to suit my circumstances rather than a default setting used by my pension provider.

How has Ross Taylor helped you?

With a minimum of annual meeting Ross and the team at Taylor & Taylor have explained given what i consider to be sound financial advice always providing the information for me to make informed choices about my ongoing finances. Nothing is too much trouble and if the team don't know the answer to a question raised during a meeting, they will find the answer and advise as soon as known.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with the total service, so nothing to mention here.