Daniel Ross

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

I approached Daniel at Hartley Ross in 2024 because I was trying to draw down a workplace pension aged 50. I couldn’t make any headway with the pension provider on my own and there were too many bureaucratic hurdles.

How has Daniel Ross helped you?

Daniel very patiently and persistently worked through this issue. I had more or less given up and assumed the issue couldn't be solved. I was facing a very tight deadline to access the money and Daniel delivered this ahead of time.

Have you seen the outcome you were hoping for?

Accessing the money was critical to our family finances at the time and Daniel achieved a great result given the timeframe and complexity. He exceeded my expectations on this issue.

What could they have done better?

n/a

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

Due to retirement I needed help to navigate this milestone and the best options for me and my pension

How has Daniel Ross helped you?

He has explained all areas of the retirement pensions and assisted me in planning the best options for me and my money

Have you seen the outcome you were hoping for?

Definately, he understood all my requirements and sorted everything for me, which relieved all the stress of navigating the best options for me

What could they have done better?

Can’t think of anything really , I’m more than happy with the outcome and can now retire with no worries.

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%!