Ross Taylor

Ross Taylor

Taylor & Taylor Financial Services Ltd

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 13 )

Retirement income (annuities, drawdown) ( 10 )

Auto Enrolment ( 1 )

Investments and Savings ( 12 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 6 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 12 )

Reviewers' assets

£500k+ ( 8 )

£100k - £200k ( 1 )

( 1 )

Review

by a verified client in Lancashire

8 days ago

Overall

Advice

Service

Value

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

I first consulted Chris Taylor about 14 years ago regarding investment advice following a PE acquisition. Ross Taylor took over 2020. Investment advice was again sought following a further PE investment in 2021.

How has Ross Taylor helped you?

First Chris, and then Ross, provided financial advice following the PE deals.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All good - no suggestions.

Review

by a verified client in Lancashire

16 days ago

Overall

Advice

Service

Value

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

I initially looked for a financial advisor over ten years ago following the death of one of my parents, and with the approach of my own retirement.

How has Ross Taylor helped you?

I have always found Ross (and T&T) to be very proactive, knowledgeable and empathetic in dealing with my queries and they've consistently provided me with accurate and relevant advice, tailored to my personal circumstances.

Have you seen the outcome you were hoping for?

Yes - I am now comfortable that I have a portfolio of investments (including pension) that delivers the financial returns I need and offers me a secure future.

What could they have done better?

N/A

Review

by a verified client in Lancashire

24 days ago

Overall

Advice

Service

Value

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

I first became a client of T&T 12 years ago (Ross's father) when I required advice to consolidate a number of small pensions. The relationship has continued since and Ross has advised with other investments and financial planning.

How has Ross Taylor helped you?

Regular pensions and savings reviews and advice to ensure that myself and my wife will achieve our retirement ambitions.

Have you seen the outcome you were hoping for?

Yes, I retired 18 months ago and have therefore worked closely with Ross during this period of financial adjustment. I am now comfortable that we are in a good financial position going forwards.

Review

by a verified client in Cumberland

24 days ago

Overall

Advice

Service

Value

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

security of investments

How has Ross Taylor helped you?

Ross has given solid advice from the very start

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

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?

We had some pensions and investments built up over the years and need help and advice on how best to pull them all together into investments that were easier to manage and follow. I had an illness which meant I needed to finish work a little earlier than normal retirement age, and needed help planning out how we could best manage financially going forward.

How has Ross Taylor helped you?

Initially Ross and his team helped us pull all our old pensions together. We were then given ideas on how best to reinvest both for the short and long term. When we decided what we wanted, Ross then pulled everything together for us, which was a massive help and took away a lot of the worry when making financial decisions that we are not experts in.

Have you seen the outcome you were hoping for?

Yes we have. Our investments are now a lot easier to follow and understand. We have already seen the benefits of sound financial advice and the benefits that can bring.

What could they have done better?

Nothing really that I would have wanted.

Review

by a verified client in Manchester

3 months ago

Overall

Advice

Service

Value

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

Inherited some money and wanted sound advice regarding investments

How has Ross Taylor helped you?

Measured, clear advice and support which is bespoke to our family and life goals

Have you seen the outcome you were hoping for?

Definitely. We also love our annual review meetings. Ross and the team are such lovely, friendly and professional people.

What could they have done better?

Nothing.

Review

by a verified client in Manchester

4 months ago

Overall

Advice

Service

Value

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

Planning for our retirement

How has Ross Taylor helped you?

Ross has given us good sound advice reassuring us all the way in a calm and relaxed environment.

Have you seen the outcome you were hoping for?

Yes we have, excellent results after a difficult year last year.

What could they have done better?

We are satisfied that every that could have been done has been done.

Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

I have been a client of Chris Taylor from before Taylor and Taylor were set up. Ross took over the reigns from Chris in a seamless transfer of responsibility which saw no reduction in the extremely high standard of service set by Chris throughout. Both Ross and Chris demonstrate the same high degree of client care and understanding required in all financial matters.

How has Ross Taylor helped you?

Ross and his team have provided advice and support in financial planning and investment management. Most recently this involved a change of platform which was done for the right reasons and was achieved seamlessly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Absolutely nothing. Perfection.

Review

by a verified client in Lancashire

4 months ago

Overall

Advice

Service

Value

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

My adviser had retired from financial services and I was looking for a local firm who offered a personal approach.

How has Ross Taylor helped you?

Ross has helped with my financial planning for both current and future needs.

Have you seen the outcome you were hoping for?

Yes. My funds have been well managed providing on going and up to date advice.

What could they have done better?

Nothing. The service offered by Ross and the team is exceptional. During my own 20 years in financial services I have not come across a more friendly and dedicated team. I would highly recommend T&T to anyone looking for a financial planner.

Review

by a verified client in Lancashire

5 months ago

Overall

Advice

Service

Value

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

I required an advisor 18 years ago prior to retirement, as I had accumulated a pension pot and I really didn't know what my next step should be.

How has Ross Taylor helped you?

Ross has helped me by finding a suitable company to manage my pension who, along with Taylor and Taylor, look after my Investments which provide me with my annual drawdown pension.

Have you seen the outcome you were hoping for?

Most definitely

What could they have done better?

For me, nothing more than they have done over the past 18 years.

Review

by a verified client in Lancashire

5 months ago

Overall

Advice

Service

Value

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

Need to consolidate pensions and obtain specialist advice on pensions.

How has Ross Taylor helped you?

Immensely by keeping our pensions relevant, practical and applying his specialist knowledge.

Have you seen the outcome you were hoping for?

Yes, we have seen good growth so far and future forecasts are reassuring.

What could they have done better?

I can’t really fault anything - they are pro-active, realistic, down to earth, available, affable and affordable. A great family support.

Review

by a verified client in Derbyshire

5 months ago

Overall

Advice

Service

Value

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

Inheritance advice

How has Ross Taylor helped you?

Ross has helped us with planning for our retirement and children's financial security. Advising on the best way to use our inheritance. His approach is very friendly and explains things very well.

Have you seen the outcome you were hoping for?

Yes very pleased.

What could they have done better?

Nothing

Review

by a verified client in Lancashire

5 months ago

Overall

Advice

Service

Value

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

Whilst my finances were OK, they were in so many different places that it was hard to keep a detailed picture of them. I needed some guidance on strategy and planning

How has Ross Taylor helped you?

Ross, in the early stages, has encouraged me to consolidate my various pensions into one, which then, taking my objectives and attitude to risk into account, allowed me to develop a strategy for pensions investment. Latterly, his input at each annual review has been invaluable, in keeping ahead of pension and tax legislation changes. Also, his ability to set in context where exactly I am up to, n life's accumulation and decumulation phase.

Have you seen the outcome you were hoping for?

Yes. There isn't a single outcome. There area number of objectives, all of which are currently being met.

What could they have done better?

It is difficult to say. The service and advice offered by Taylor and Taylor has always been very good. Ross's greater involvement in the business, over recent years, has brought an even higher level of professionalism.

Review

by a verified client in Lancashire

6 months ago

Overall

Advice

Service

Value

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

I have been with Taylor and Taylor for very nearly 40 years. They have throughout that period help me build my financial portfolio and to be frank their assistance has been invaluable. They have been with me throughout that period through all my life events: marriage, fatherhood and retirement and their level of personal service, care and consideration has been exemplary.

How has Ross Taylor helped you?

Ross has helped me with planning my retirement and with the complexities around my investment portfolio. He has been excellent at explaining relatively complex issues and is in regular contact, often anticipating my potential concerns

Have you seen the outcome you were hoping for?

Yes. My portfolio has in fact exceeded what was originally predicted.

What could they have done better?

Nothing

Ross:

Hi Don Thank you very much for taking the time to complete the review, we really appreciate and it is an absolute pleasure working with you and family! Here is to the next 40 years.... Many thanks