Ross's reviews
Reviewed for
Insurance and Protection ( 3 )
Pensions ( 69 )
Retirement income (annuities, drawdown) ( 57 )
Investments and Savings ( 63 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 26 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 63 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 18 )
£200k - £500k ( 32 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Worcestershire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I received a large sun of money from a share payout which was invested elsewhere but I was not happy with their recommendations so wanted a 2nd opinion
How has Ross Perry helped you?
Ross explained clearly and in simple terms how my money could work for me to support my retirement and provide me with extras to be able to enjoy a nice holiday or two each year ! By asking the right questions he was able to get a clear picture of what I needed my investments to do. Communication was excellent and I no longer worry about my retirement. Thank you
Have you seen the outcome you were hoping for?
It is too soon to tell and whilst it is a challenging time for investments currently, I am hoping that things will settle and my investment will grow as predicted.
What could they have done better?
Nothing
Review
by a verified client in Shropshire
13 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Need to understand what to do with my pensions and savings to get the best from the portfolio
How has Ross Perry helped you?
Yes
Have you seen the outcome you were hoping for?
Yes, my investments have grown much faster with his help and guidance.
What could they have done better?
Nothing, he is a very proffessional person and I value his help and support greatly.
Review
by a verified client in Wiltshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous advisor was retiring and the business was transferred to Ross Perry. The previous advisor has spent time choosing the right company to do the transfer too and over the last two years has proven to be a successful and wise choice.
How has Ross Perry helped you?
Ross has managed by pension fund for the last two years, He has proven to be very successful, provide good communication and advice, especially as I am now looking to retire in the next three years.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
Do not change the format you use today. The communication is excellent, the way its presented is clear and precise.
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Ross
v helpful and concise
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
With retirement,I felt that financial advice would help me better plan for the future.
How has Ross Perry helped you?
Being able to use s lump some for pension income,plus having investments that work well for me.
Have you seen the outcome you were hoping for?
I am now enjoying retirement with the income I have thanks to Ross's advice.
What could they have done better?
The advice could not be put better with regards planning.