Paul Ross

This review is a follow-up review from a client who left a review previously.

How has Paul Ross helped you since your last review?

Paul has continued to manage my investments to ensure I will be financially secure during my retirement, which is not too far away now.

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

My husband died and I needed financial advice with regard to pensions

How has Paul Ross helped you?

He helped me find the best pension provider for my needs

Have you seen the outcome you were hoping for?

Yes, I believe the funds I have been invested in the most suitable way for my needs

What could they have done better?

May be Paul could help me understand a little better how investments work.

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

I was concerned about the poor performance of my previous pension and did not feel I had the knowledge to make the best possible decisions for the future.

How has Paul Ross helped you?

Paul did a lot of fact finding and talked about our ambitions for the future and then advised accordingly.

Have you seen the outcome you were hoping for?

Yes my new pension recommended by Paul has risen significantly compared to the old one and overall even given the current economic uncertainty it continues to increase.

What could they have done better?

I can't think of anything - Paul is very thorough. We felt comfortable with Paul from the outset he is most knowledgeable and very professional. We did not read any reviews prior to seeking advice from Paul but we have not been disappointed.

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

I wanted to review my current position with a view to how I can achieve early retirement

How has Paul Ross helped you?

Assessing where I am at the moment and advising me on my next moves

Have you seen the outcome you were hoping for?

I dont expect to see an immediate outcome but I am confident that with Pauls advice I will get to my goal.

What could they have done better?

I cant think of anything at this point

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

Long term savings and Pension advice.

How has Paul Ross helped you?

Provided me with clear information regarding my questions and circumstances.

Have you seen the outcome you were hoping for?

Yes so far and confident he will help me further if necessary.

What could they have done better?

Nothing - completely satisfied.