Ross's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 14 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 55 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 30 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 24 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 17 )
£100k - £200k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
1. Had arrived at an age when saving and investment would secure a more certain retirement. 2. Had little knowledge of the world of finance. 3.Wanted a "safer" home for my limited resources
How has Ross Foxall helped you?
Discussed investment and saving options. Helped secure good returns. Reported annually on progress made.
Have you seen the outcome you were hoping for?
Yes, and over the last few years of worldwide uncertainty my outcomes have exceeded all expectation.
What could they have done better?
Very difficult to have received better outcomes
Ross:
Thanks for taking the time to submit your review. I look forward to seeing you at our next review meeting. Kind regards RossReview
by a verified client in West Midlands
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Complexity of the world of finance
How has Ross Foxall helped you?
Analysed our situation, found appropriate investments, explained them clearly, monitored our progress, reported regularly, made adjustments to our advantage and was available whenever we had enquiries.
Have you seen the outcome you were hoping for?
Yes very much so.
What could they have done better?
It's been a complete service for us and don't think it could have been bettered.
Ross:
Thanks for taking the time to submit your review. I look forward to seeing you at our next review meeting. Kind regards RossReview
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Not happy with my previous investment company
How has Ross Foxall helped you?
He has helped with transferring my pension and where to invest
Have you seen the outcome you were hoping for?
Yes very much so
What could they have done better?
Not sure what else he could have done
Ross:
Thanks for taking the time to submit your review. I look forward to seeing you at our next review meeting. Kind regards RossReview
by a verified client in West Midlands
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an adviser after my father passed away and as he had always trusted Ross I decided to do the same
How has Ross Foxall helped you?
He has helped me understand the risks involved with investing and decide what is best for me and my family
Have you seen the outcome you were hoping for?
Yes I have seen the outcomes I needed and hope to see this improve year on year.
What could they have done better?
I don't think there is anything that Ross could do better.
Ross:
Thanks for taking the time to submit your review. I look forward to seeing you at our next review meeting. Kind regards RossReview
by a verified client in West Midlands
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted some advice on some saving plans I took out with another provider years ago that I thought I could maybe my money could be getting better returns.
How has Ross Foxall helped you?
He has given me lots of advice and guidance.
Have you seen the outcome you were hoping for?
Yes 100%. I would not hesitate to recommend to family and friends.
What could they have done better?
.
Ross:
Thanks for taking the time to submit your review. I look forward to seeing you at our next review meeting. Kind regards Ross