Ross's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 14 )
Auto Enrolment ( 1 )
Investments and Savings ( 18 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 11 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 18 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 1 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in Lancashire
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Dis-satisfaction with previous advisor
How has Ross Taylor helped you?
He helped us transfer and sorted out ongoing problems with our investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Absolutely nothing
Review
by a verified client in Lancashire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Sold my business and wanted a sound financial plan for my retirement which looked after not only myself and my wife, but our children's futures as well.
How has Ross Taylor helped you?
Ross recommended sound investments, pensions and gifting advice, the team made all the arrangements for a smooth transition of our savings. Ross took the time to get to know our requirements and lifestyle before recommending anything and explained in lay-person terms what was being proposed. Annual review meetings are a great follow up for us to monitor outcomes and changes in legislation that have affected our portfolio.
Have you seen the outcome you were hoping for?
Yes we are pleased with the way that things have turned out. We needed help to kick start our retirement plan and Ross was the person we needed to do that.
What could they have done better?
Nothing - we are very happy to be a client of Ross and the entire Taylor & Taylor Team
Review
by a verified client in Lancashire
12 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My connection with Taylor & Taylor began in 1999 when I was in urgent need of professional help when the Equitable Life Assurance became financially unstable. Chris Taylor was quite superb in extricating me from the Equitable shambles and I have been his client for over a quarter of a century and am profoundly grateful for the service my wife and I have received
How has Ross Taylor helped you?
Ross has been very helpful in recognising that the management of our savings needed changing and did this and also reduced the annual charges with the new providers
Have you seen the outcome you were hoping for?
Yes. ( Until Trump)
What could they have done better?
No
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?
Thinking about how to manage financial affairs over the long-term.
How has Ross Taylor helped you?
Planning for the future. Providing reassurance and trusted advice in a down to earth and very approachable manner.
Have you seen the outcome you were hoping for?
Yes - very much so.
What could they have done better?
NA.
Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had money that I wanted to invest long term
How has Ross Taylor helped you?
He and his father before him have helped me to both plan for and make good investment decisions
Have you seen the outcome you were hoping for?
Oh yes. Exceeded my expectations
What could they have done better?
Doubt it