Katharine Ross

Smith and Wardle Financial Planning

Katharine's reviews

Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 1 )

Pensions ( 13 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 12 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 4 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 9 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 4 )

£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?

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

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Katharine

Katharine engaged with us quickly and when meeting her reassured us that we would be able to work together to create a good financial plan

Katharine:

Thank you for your feedback. It was lovely to meet you both and very impressive to hear about your recent trip and the marathon you had both run! Good luck with everything and I hope Helen manages to get more time in the garden soon. I also hope you both manage to rest those knees! Take care, Katharine

First impression

by a VouchedFor user

6 months ago

Overall

Please provide a brief comment about your experience with Katharine

Katharine has been absolutely fantastic

Katharine:

Thank you so much for your comments Prakash. It was lovely to meet you and I am really looking forward to being able to help you. Enjoy your time with your grandchildren again today - it's amazing that you can be so involved. Kind regards, Katharine

First impression

by a VouchedFor user

8 months ago

Overall

Please provide a brief comment about your experience with Katharine

I have found Katharine to be clear and knowledgeable. She has taken care to understand my position and wishes. I have great confidence in her and anticipate positive outcomes,

Katharine:

Sheila, it has been so lovely getting to know you. I hope we have helped you to understand the various options available to you. I will look forward to putting something in place to help. Take care Katharine

Review

by a verified client in Hertfordshire

8 months ago

Overall

Advice

Service

Value

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

Setting up company pension schemes and advice on personal finances

How has Katharine Ross helped you?

Katherine and her team have helped us with personal long term financial planning, mortgage, pensions and insurance questions and administration. They have also helped set up our company pension scheme.

Have you seen the outcome you were hoping for?

Yes

Katharine:

Eric, thank you very much for taking the time to leave this feedback. It's been great working with you and Jo. I hope the start of term has been good for the children and I will look forward to speaking to you both over the next few months. Take care, Katharine