Katharine Ross

Smith and Wardle Financial Planning

Katharine's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 15 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 14 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 5 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 11 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 6 )

£100k - £200k ( 1 )

Up to £50k ( 1 )

Review

by a verified client in Hertfordshire

24 days ago

Overall

Advice

Service

Value

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

My husband passed away in November 2023 and Katharine helped sort out all of my finances, I don’t know what I’d have done without her support and expertise. Katharine kept momentum working continuously and found the best places for my finances..

How has Katharine Ross helped you?

Katharine took all the stress away and advised me extremely well.

Have you seen the outcome you were hoping for?

My finances are secure and Katharine keeps her eye on it .

What could they have done better?

Everything has gone well so far.

Katharine:

Sally, I am so grateful that I got to meet Alex and have been able to help since he died. It has been such a journey for you and the children and I hope you always feel that you can ask us if you need anything at all. I will see you soon and look forward to seeing what comes next for B&A. Take care, Katharine

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Katharine

Katherine provided us with a good deal of information which was both clear and accessible. She also offered a range of services and bespoke guidance for our investment profile and financial goals.

Katharine:

Thank you for this feedback Bob. I really enjoyed meeting you and Clare and I am looking forward to helping you put a plan in place so that you can retire sooner rather than later! Talk to you very soon. Katharine

Review

by a verified client in Hertfordshire

2 months ago

Overall

Advice

Service

Value

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

Pension needed planing

How has Katharine Ross helped you?

Advised me, my wife and my mum on pensions and investments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

In the current climate, I don’t think Katherine could have done any better

Katharine:

Thank you for this feedback. It is lovely that I have been able to help 4 other people as a result of your recommendation! We are so grateful for this as it is such a good way of growing our business and ensuring we can continue to help wonderful people like you and Michele (and your mum). I look forward to seeing you both soon. Katharine

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Katharine

First meeting with Katharine was excellent, she immediately grasped what we need and was very reassuring about finding good solutions tailored to our circumstances. I am looking forward to working with her, and have already recommended her to others in a similar situation.

Katharine:

That's lovely to hear Charlotte, I am so pleased you felt comfortable. I looking forward to working with you both. Take care, Katharine

Review

by a verified client in Hertfordshire

3 months ago

Overall

Advice

Service

Value

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

With retirement approaching, we both felt the need to seek professional advice.

How has Katharine Ross helped you?

Katharine has given us confidence and sound advice relating to our situation.

Have you seen the outcome you were hoping for?

Absolutely, without question.

What could they have done better?

More than happy with Smith & Wardle, as far as we are concerned there is nothing to be improved upon.

Katharine:

Thank you so much for the lovely feedback John. You know how much I love working with you and Linda. It is such a pleasure to help people like you. Now you need to get back to booking more holidays! Take care, Katharine