Ross's reviews
Reviewed for
Insurance and Protection ( 51 )
Mortgages ( 71 )
Pensions ( 57 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 22 )
Investments and Savings ( 59 )
Pension Transfers - Non Specialist ( 19 )
Inheritance Planning ( 19 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 26 )
Financial Mentoring ( 5 )
Financial Coaching ( 5 )
Reviewers' assets
£500k+ ( 4 )
£200k - £500k ( 7 )
£100k - £200k ( 12 )
£50k - 100k ( 8 )
Up to £50k ( 18 )
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 London
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were planning to start looking for a home and needed mortgage advice
How has Ross Lacey helped you?
Guided us through the steps and was very informative from start to finish. Answered all our queries patiently and provided great support overall.
Have you seen the outcome you were hoping for?
Yes, we completed the purchase of our home within the timeframe we wanted.
What could they have done better?
Nothing.
Review
by a verified client in London
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were first-time buyers looking for a flat in London. Ross was recommended by a family member.
How has Ross Lacey helped you?
Ross was very informative and had carefully explained our options based on our financial position. He was very proactive and handled most of the mortgage application process for us. As first-time buyers, we were very grateful he made the process less stressful.
Have you seen the outcome you were hoping for?
Yes! :)
What could they have done better?
Nothing, he was excellent throughout the whole process.
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was advised to take advice and therefore sought their services
How has Ross Lacey helped you?
Ross listened to what I intended to do, needed to do and advised accordingly. Throughout our initial meeting I felt at ease and that he was the answer I'd been hoping for
Have you seen the outcome you were hoping for?
Absolutely, everything he advised turned out exactly as he said
What could they have done better?
Quite honestly, nothing could've been done better. From the initial handshake and offer of refreshment, advice and honest assessment of my situation, to the overall outcome. Nothing could've been done better
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were having to remortgage and needed help in finding the right mortgage for us
How has Ross Lacey helped you?
Ross was extremely helpful and informative and found us the exact mortgage we wanted, and in a short space of time.
Have you seen the outcome you were hoping for?
Most definitely.
What could they have done better?
Nothing at all, Ross was a extremely efficient.
Review
by a verified client in Essex
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking to understand if and how I should consolidate my pensions in order to make payments more manageable.
How has Ross Lacey helped you?
Ross is very generous and open with his advice, always using clear and precise language. He is also very patient with questions and any info collation, which helps to ensure the best outcome in the short and long term.
Have you seen the outcome you were hoping for?
N/a