Ross's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 19 )
Retirement income (annuities, drawdown) ( 14 )
Auto Enrolment ( 1 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 12 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 20 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in Manchester
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were unsure how to invest our money.
How has Ross Taylor helped you?
Ross was very helpful. He clearly cares about providing advice to help his clients as well as being honest and very knowledgeable in his field. The best thing for me in going to see Ross was that he guided us to know what we need to save and what we can safely spend and it means I am lots less anxious about every day financial decisions. He was also happy to advise us on money that we invest independently from his firm.
Have you seen the outcome you were hoping for?
Too soon to say
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 expert help in such an essential aspect of life
How has Ross Taylor helped you?
Friendly, relevant, knowledgeable, correct
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 have been taking financial advice from Ross and his dad for about 40 years and have never had any thought to move elsewhere
How has Ross Taylor helped you?
Meetings with Ross help me to understand my own aspirations and where I need to be heading
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
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?
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
2 months 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