Richard Gross

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

I left my job that had a company pension and needed an advisor as my next company didn’t have a company pension or advisor.

How has Richard Gross helped you?

Planning for retirement and the level of income required to live as we would like and choosing the right growth strategy

Have you seen the outcome you were hoping for?

Yes, we have the right pensions and savings investments we need to live as we would like.

What could they have done better?

Nothing that I am aware of.

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

We've had a financial advisor for decades. Why wouldn't you use one?

How has Richard Gross helped you?

I have total confidence in Richard's opinions and judgement which is an essential factor in working with a financial advisor.

Have you seen the outcome you were hoping for?

Very much so.

What could they have done better?

Nothing. I can neither fault the service or think of any worthwhile improvements.

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

We were recommended to Richard by a friend, after I was made redundant unexpectedly in my late 50s.

How has Richard Gross helped you?

Richard helped us to review and consolidate our finances (including a mortgage), investments and pension plans. He provided the reassurance, advice and long-term plan that has resulted in a comfortable early retirement.

Have you seen the outcome you were hoping for?

Happily, the outcome has been much better than we had hoped for.

What could they have done better?

Nothing at all!

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

I was looking to understand my retirement position in 2022 and contacted Church’s for a review and advice

How has Richard Gross helped you?

Richard collated my different pensions and retirement pots, and showed me, in a clear and easy to understand presentation, my retirement position over an unlimited number of face to face meetings.

Have you seen the outcome you were hoping for?

Yes. Richard has been able to clearly show my retirement forecast at regular review meetings, responds within hours of any queries/clarifications required and gives me full confidence in the investment strategy

What could they have done better?

Nothing could have been done better in my opinion

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

How has Richard Gross helped you since your last review?

Richard has continued to give me very good advice to ensure I meet my retirement goals. This has included responding very knowledgeably and quickly to any questions I have on my portfolio and suggesting options I might like to consider to reach my goals. He has helped me by showing me examples of the options open to me, while providing informative documents on market patterns and historical evidence. Richard has ensured I have set up the correct processes for passing on my money to my partner and daughter, and the considerations I need to be aware of to ensure this is maximised. I particularly like the annual meeting with Richard. He is very thorough, and it is based upon my current expenditure figures which allows us to go over everything and assess how my portfolio has performed over the past year. I am then able to understand the reasons for the performance, and make any amendments that are felt necessary to help the coming years.