Richard Gross

Please provide a brief comment about your experience with Richard

Richard was professional, knowledgeable and helpful in advising me about my financial forecast. I would have definitely gone ahead and engaged Richard to become my financial advisor but sadly he does not deal with UK/US dual citizenship. I would throughly recommend him and his firm to anyone who is looking for a financial advisor and who is not dual nationality.

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

We moved back to the UK from the US and needed to review our financial situation to plan for a comfortable retirement.

How has Richard Gross helped you?

Richard has been helpful and honest about what we need for a comfortable retirement in the future, how to plan for it, and given us a good understanding of our financial position.

Have you seen the outcome you were hoping for?

Yes, our investments are returning enough growth for us to feel confident that we've got the right financial plan.

What could they have done better?

The only disadvantage we have is that Richard is a UK financial specialist and isn't able to help us with US investments. It would be ideal for us if Richard did know enough about 401Ks, however, it's not enough of a problem to switch advisors.

Please provide a brief comment about your experience with Richard

Richard in both of our meetings has been professional and welcoming. The information relayed to us was very informative and explained well. We will definitely recommend Richard to others in the future.

Please provide a brief comment about your experience with Richard

RIchard is an excellent Financial Planner. Professional and personable, Richard expertly showed and explained information in a way that was easy to understand.

Please provide a brief comment about your experience with Richard

Really helpful and not at all pushy - just what I was looking for