Ross's reviews
Reviewed for
Insurance and Protection ( 3 )
Mortgages ( 5 )
Pensions ( 48 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 27 )
Pension Transfers - Non Specialist ( 16 )
Inheritance Planning ( 10 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 23 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 8 )
£100k - £200k ( 6 )
£50k - 100k ( 2 )
Up to £50k ( 2 )
( 1 )
Review
by a verified client in Yorkshire
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Had a work based pension and wanted to see what other options were avaiable
How has Ross McFadzean helped you?
Yes, definitely
Have you seen the outcome you were hoping for?
Yes definitely
What could they have done better?
?
Review
by a verified client in West Yorkshire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on pension and retirement planning.
How has Ross McFadzean helped you?
Clear, practical and timely assistance. I’ve recommended Ross as he’s an excellent communicator as well as a great adviser.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
Review
by a verified client in Yorkshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for retirement, and financial investments.
How has Ross McFadzean helped you?
Rationalising pension and financial investments.
Have you seen the outcome you were hoping for?
Yes exceeded expectations.
What could they have done better?
Nothing
Review
by a verified client in West Yorkshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
BOTH JUST RETIRED
How has Ross McFadzean helped you?
Very useful in planning our long term aims and goals
Have you seen the outcome you were hoping for?
Absolutely
Review
by a verified client in West Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Ross McFadzean helped you?
In every way financially, very helpful & a loverly human being
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Made me a millionaire