Ross Foxall

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

To find ways of avoiding high taxation costs and also advice on investments.

How has Ross Foxall helped you?

Always answered any questions I may have- promptly and knowledgeably. Helped plan to avoid taxation . Advised on new investments.

Have you seen the outcome you were hoping for?

Yes

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

Many years ago seeking advice on pensions.

How has Ross Foxall helped you?

yes over the years.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nil to report

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

Unhappy with previous advice we had received.

How has Ross Foxall helped you?

Moved our pension fund to a more suitable and profitable provider.

Have you seen the outcome you were hoping for?

Yes, very happy. The fund is exceeding our expectations.

What could they have done better?

Nothing

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

Ross became our financial adviser 15 to 20 years ago. Has invested our money very well over that time.

How has Ross Foxall helped you?

He has maintained an income and interest for me on my investments, which remain in a good position.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing

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

I wanted to ensure my finances were in the hands of someone who knows their way through the financial jungle.

How has Ross Foxall helped you?

By recommending sound investments, that performed as well or better than expected

Have you seen the outcome you were hoping for?

Yes not a lot

What could they have done better?

Not a lot