Daniel Ross

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

After receiving an inheritance, I needed advice on how and where to invest and also on how to secure my pension income for the long term. I was feeling out of my depth and very unclear about how to proceed.

How has Daniel Ross helped you?

Dan spent time talking to me to get a full understanding of my situation. He presented me with clear information about options, risk levels and possible outcomes. He has drawn up and implemented a suitable strategy and remains in regular contact with me to ensure that I am comfortable with the decisions we have taken.

Have you seen the outcome you were hoping for?

It's quite early days, but so far everything is going to plan.

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

Having a confusing array of pensions from a variety of past jobs.

How has Daniel Ross helped you?

Consolidation and peace of mind that plans are in place to make the most from my pensions.

Have you seen the outcome you were hoping for?

The initial process has been well handled and advice received to act upon. The outcome is now planned for and being worked towards.

What could they have done better?

I have been pleased with the support and how I have been kept informed along the way.

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

I wanted to leave work and retire early and needed help on how to realise this & Dan came highly recommended.

How has Daniel Ross helped you?

I was recommended to Dan at Hartley Ross and I couldn't be more pleased with the guidance and support I've received! For my very first meeting he took the time to understand my financial goals, explain my options clearly and create a tailored solid plan that felt realistic and achievable. Thanks to his knowledge, I've been able to consolidate my finances including my pension, and now have everything in one place, making it far easier to manage along with a simple easy system to navigate, I genuinely feel more confident and in control & feel I can enter retirement now with confidence! I would highly recommend Dan to anyone looking for honest, thoughtful and professional financial advice, its a real game changer!

Have you seen the outcome you were hoping for?

I really have, 100%!

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

Needed pension and investment advice for retirement planning.

How has Daniel Ross helped you?

A personal and friendly service from Dan at Hartley Ross who looks after my financial needs efficiently and professionally. Attention to detail and going the extra mile to sort out my company pension was much appreciated. Definitely recommend as a first class financial service with extensive knowledge. Thank you Hartley Ross.

Have you seen the outcome you were hoping for?

Dan sorted out my finances and made me feel reassured.

What could they have done better?

Nothing. First class service - thank you Dan

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

I needed support with investments and planning for retirement

How has Daniel Ross helped you?

Daniel has thoroughly assessed my situation, explored my aims and fully explained my options throughout the process.

Have you seen the outcome you were hoping for?

Dan has generated an investment portfolio, which fits with my aims and shown me how to view how my investments are performing.

What could they have done better?

Dan is friendly and very approachable. He de-mystifies financial information which I really value !