Ross's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 5 )
Pensions ( 39 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 15 )
Financial Mentoring ( 4 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 6 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
( 1 )
Review
by a verified client in West Yorkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a few pensions and didn’t know what to do with them
How has Ross McFadzean helped you?
-Ross advised me what to do and sorted everything out for me and my wife
Have you seen the outcome you were hoping for?
.Yes we are very happy with the outcome
What could they have done better?
Nothing they have been brilliant •
Ross:
Thank you for the kind review. It is a pleasure to work with you.Review
by a verified client in West Yorkshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement
How has Ross McFadzean helped you?
pension planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Ross:
Thank you for the review. It has always been a pleasure to work with you.Review
by a verified client in West Yorkshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Hel
How has Ross McFadzean helped you?
Advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Ross:
Thank you for leaving this review. It is much appreciated.Review
by a verified client in London
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to consolidate and understand what my pension options were.
How has Ross McFadzean helped you?
Ross helped me track down a pension I didn't know I had and outlined a plan to figure out my options pre and post retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, everything was spot on
Ross:
Thank you for your kind wordsReview
by a verified client in Lancashire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After receiving lump sum payouts when I retired I felt I needed a plan.
How has Ross McFadzean helped you?
Ross provided clear and helpful advice , suggesting a coherent plan going forward .
Have you seen the outcome you were hoping for?
After investing through Toss I have been very pleased with the outcomes . He has responded to my changing circumstances altering the funds as necessary addressing my financial goals accordingly .
What could they have done better?
Nothing , Ross is at the end of the phone or email all year round no matter the query.