Ross Foxall

Warwick Wealth Management Ltd

Reviewed for

Insurance and Protection ( 1 )

Pensions ( 8 )

Retirement income (annuities, drawdown) ( 9 )

Investments and Savings ( 34 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 15 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 2 )

Financial Planning ( 7 )

Financial Mentoring ( 2 )

Reviewers' assets

£200k - £500k ( 9 )

£100k - £200k ( 1 )

£50k - 100k ( 2 )

Client reviews

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

I was very disappointed with the performance of my investment company so had a conversation with Ross who looked over the situation and explained what we could do

How has Ross Foxall helped you?

He contacted and arranged the transfer of my investment

Have you seen the outcome you were hoping for?

Yes

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in West Midlands

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

We were not happy with our current provider

How has Ross Foxall helped you?

Ross explained everything we needed to know in detail . Whatever we needed to know Ross was very helpful in explaining everything in layman's terms

Have you seen the outcome you were hoping for?

Still in the process of transferring our funds but have evey faith in the advise Ross has given us

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

My Husband and I decided to plan for our retirement

How has Ross Foxall helped you?

Ross advised us on were to invest our savings to get a high interest rate without taking risks.

Have you seen the outcome you were hoping for?

We saw our savings grow substantially and know we will be financially secure during our retirement

What could they have done better?

I don't believe I could of achieved our savings growth without Ross's advice

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Nottinghamshire

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

To invest savings that would gain a worth while interest rate.

How has Ross Foxall helped you?

Ross as been extremely helpful with advising on current financial matters and also planning for the future. He has fully explained everything simply and in depth.

Have you seen the outcome you were hoping for?

Yes, We are very pleased with the outcome and the results were all down to Ross's advice.

What could they have done better?

Knowing how helpful Ross as been and the results we have seen, We wished we had taken Financial advice from Ross sooner.

Ross's reply

Thanks for taking the time to submit your review. Kind regards Ross

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

I needed some advice with my investments.

How has Ross Foxall helped you?

Ross has been very helpful going through my investments and advising me.

Have you seen the outcome you were hoping for?

Yes. I have got the answers I needed and the results I wanted from using Ross. He is very responsive to my emails and questions.

What could they have done better?

Been superb all along.

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

I had an inheritance and needed advice

How has Ross Foxall helped you?

He advised us where to invest my inheritance

Have you seen the outcome you were hoping for?

Yes. The investment s have performed well.

What could they have done better?

I am very satisfied with the advice and help we get from Ross.

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Received inheritance

How has Ross Foxall helped you?

In investing in suitable avenues to make the best possible financial gains without too much risk.

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

October, 2023

Overall

Service

Advice

Value

Based in Essex

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

Death of husband.

How has Ross Foxall helped you?

Confidence that my money is invested safely. His awareness of my attitude to investment. Regular meetings to assess investments and my current attitude. Always available to contact.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing, very satisfied.

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Shropshire

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

We wanted to invest to enable early retirement.

How has Ross Foxall helped you?

Ross has carefully listened to and understood our requirements and advised us accordingly.

Have you seen the outcome you were hoping for?

Yes we have.

What could they have done better?

Having worked with Ross for twenty years and being satisfied with the results we are not aware that he could have done better.

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Shropshire

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

Had money we wished to invest

How has Ross Foxall helped you?

Easy to talk to. Always available if we need to ask anything. Advised us in the right direction

Have you seen the outcome you were hoping for?

Yes we are happy how things are progressing

What could they have done better?

Nothing all is fine

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

Previous one retired

How has Ross Foxall helped you?

Gave good advice and support

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in West Midlands

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

The adviser we had before retired.

How has Ross Foxall helped you?

Gives good advice and explains everything so that it is easy for us to understand. He has helped us with a number of investments in this country and offshore.

Have you seen the outcome you were hoping for?

Definitely, the investments have done better than expected.

What could they have done better?

Nothing

Ross's reply

Thanks for taking the time to submit your review. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

We were looking for guidance on how best to invest our money for the future.

How has Ross Foxall helped you?

In a professional and understandable way Ross explained the options and helped us make decisions within a risk area we were happy with.

Have you seen the outcome you were hoping for?

Over the last 17 years we have never been disappointed with the outcome of Ross’s dealings on our behalf.

What could they have done better?

Nothing comes to mind. He has done a great job over the years.

Ross's reply

Jane Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Warwickshire

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

I needed help with a lump sum that I had inherited and I wanted to understand my options

How has Ross Foxall helped you?

Ross gave me the confidence I needed to take those first steps at investing

Have you seen the outcome you were hoping for?

Most definitely and I certainly wouldn’t have made the right decisions on my own

What could they have done better?

Nothing in my opinion

Ross's reply

John Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Bedfordshire

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

To take over our investments from another financial adviser who retired.

How has Ross Foxall helped you?

Ross visited us, talked and advised us through our investments in a way even I could understand. Over many years now of help and methodical guidance from Ross our investments have grown even through turbulent economical times.

Have you seen the outcome you were hoping for?

Without any doubt.

What could they have done better?

I cannot think of anything. If I have a problem there is always contact available and I can talk to Ross who has never let me down.

Ross's reply

Jennifer Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Manchester

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

Required lump sum investment advice and pension

How has Ross Foxall helped you?

He explained the benefits of the lump sum investment without the use of jargon. He was very professional and very knowledgeable, helped me make an informed decision.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Can't think of anything

Ross's reply

Jazz Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next meeting. Kind regards Ross

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Staffordshire

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

retirement from fulltime employment

How has Ross Foxall helped you?

investing savings

Have you seen the outcome you were hoping for?

yes

What could they have done better?

do not know

Ross's reply

Mervyn Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

I had a large amount in bank accounts and didn't feel that the returns I got were very good. The bank staff were very helpful, but could only offer their own products.

How has Ross Foxall helped you?

Ross advised investing in products that gave better returns than bank accounts, but were still in an area of risk that I found acceptable. In addition, he gave advice on managing the funds I already had in a private pension.

Have you seen the outcome you were hoping for?

I have been a client of Ross' for about twenty years and have seen my investments and pension fund perform in a way that I am very happy with. I am now retired, and am confident that my savings will give me more than adequate cover for the foreseeable future - this is certainly the outcome that I wanted.

Ross's reply

Richard Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

Needing professional guidance on investments

How has Ross Foxall helped you?

Steered us through the maze of information on investments using language the financially uninitiated can understand and advising accordingly.

Have you seen the outcome you were hoping for?

Yes, Ross has made sure our financial needs and expectations are met.

What could they have done better?

Nothing

Ross's reply

Caroline Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in Merseyside

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

Retirement

How has Ross Foxall helped you?

Information , explanation, advice and being available for queries.

Have you seen the outcome you were hoping for?

Yes

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

November, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

I have used financial advisors for 30 yrs or so and seek others opinions on investments.

How has Ross Foxall helped you?

By suggesting various changes to investments when the need arises.

Have you seen the outcome you were hoping for?

Yes in the main I have.

What could they have done better?

Financial advisors can only do as well as the market allows and make suggestions accordingly and it is up to the client to make the final decision.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

John had a lump sum from retirement pension and I had saving.

How has Ross Foxall helped you?

He guided us and gave us a balance portfolio.

Have you seen the outcome you were hoping for?

Yes, saving increased.

What could they have done better?

Nothing.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Previous Adviser retired- Ross recommended

How has Ross Foxall helped you?

Updated investments and set up new ISAs in line with my needs

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/a

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

October, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Needed reputable advice and was previously with Weston Finance

How has Ross Foxall helped you?

Excellent advice -always courteous and reliable

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

Cannot think of anything else that could be done

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

September, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

I inherited money and had a retirement lump sum from employer. I wanted to invest in order to have funds should I need long term care in older age.

How has Ross Foxall helped you?

Advised where to invest.

Have you seen the outcome you were hoping for?

Yes. My investments were continuing as forecast until the current COVID crisis but I have no intention of changing .

What could they have done better?

Nothing. I leave everything to Ross to action.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

August, 2020

Overall

Advice

Service

Value

Based in Warwickshire

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

Owning and running a company of own, needing advice and help with profits involved

How has Ross Foxall helped you?

He took over from our original adviser he helped and advised us regarding the best way to manage our pensions and investments

Have you seen the outcome you were hoping for?

We are more than happy with the way he as looked after our interests, his advice and recommendations as given us a better outcome that we expected.

What could they have done better?

It may be a little boring but we do not have any meaningful suggestions,

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

July, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Retirement

How has Ross Foxall helped you?

Clear advice patience and understanding as a trusted advisor

Have you seen the outcome you were hoping for?

Until recently very happy but of course suffered because of the pandemic

What could they have done better?

Nothing I can think of

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Retirement

How has Ross Foxall helped you?

Clear help, advice and follow-up

Have you seen the outcome you were hoping for?

Yes

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you at our next review meeting. Kind regards Ross

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

Complexity of managing finance in a continuous and efficient way.

How has Ross Foxall helped you?

Patient discussions and offering sound advice based on expert knowledge and relevant, up to date information. His explanations and arguments are always well expressed in an uncomplicated way. In good control of all paperwork and documents. Quick on percentages and figures!

Have you seen the outcome you were hoping for?

Definitely!

What could they have done better?

Absolutely up to the mark! Beyond criticism.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you next year at our review meeting. Kind regards Ross

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in South Yorkshire

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

My wife and I were not confident enough in our ability to explore the best means of dealing with our combined savings.

How has Ross Foxall helped you?

He explored in detail what we hope to achieve and explained how we could go about achieving our goals.

Have you seen the outcome you were hoping for?

In a word - yes.

What could they have done better?

'What could he have done better' implies that we regret taking his advice which is certainly not the case.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you in 12 months at our next review meeting. Kind regards Ross

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in West Midlands

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

At an age where saving was possible. Needed a reliable ,independent, local adviser with experience, qualifications and knowledge.

How has Ross Foxall helped you?

Saving, investment, pensions, planning for retirement and protecting family inheritence after our deaths.

Have you seen the outcome you were hoping for?

Yes. Investment fluctuations/risk have been managed,changes in circumstances have been adjusted for and advice has been provided whenever needed/asked for.

What could they have done better?

I can't think of any ways the service we receive could be bettered since outcomes have been what we hoped for, at times better and during the financial crisis not as difficult as we had feared.Risk was always a major element of annual reviews.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you in 12 months at our next review meeting. Kind regards Ross

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Bedfordshire

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

My late husband and I probably first looked for a financial adviser after I inherited an estate from a family member in 1988. Then we were advised within a City investment bank. We met Ross some years later when he was working for another company and he advised us for a number of years. Some years later when he formed his own company we were pleased to have him advise us again. My husband died in 2014 and I have been very grateful for his expertise ever since.

How has Ross Foxall helped you?

Ross has helped me simplify and make my investments work hard in a most tax efficient way.

Have you seen the outcome you were hoping for?

Absolutely. I am very pleased with the results to date.

What could they have done better?

I cannot think of anything that could have been done better.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you in 12 months at our next review meeting. Kind regards Ross

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Shropshire

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

Sold a property and needed advice on investment

How has Ross Foxall helped you?

He explains everything very well and is willing to answer all our questions even when they seem a bit unusual.

Have you seen the outcome you were hoping for?

Yes we have had a regular income and our investments have grown.

What could they have done better?

I really do not think Ross could have done better for us than he has.

Ross's reply

Thanks for taking the time to submit your review and the kind words you have included. I look forward to seeing you later in the year at our next review meeting. Kind regards Ross

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Staffordshire

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

Long term investment/savings and retirement/pension planning.

How has Ross Foxall helped you?

Over a period of more than 10 years Ross has helped me build a balanced, tax-efficient, savings portfolio which has achieved my savings goals. More recently, his consideration of pension provision directed me to further specialist advice (provided by another recommended by Ross) that has led to a highly beneficial re-arrangement of my pension savings. Regular reviews, where investment performance is monitored and the nature of investment/savings products are explained have been an important featue of the service provided.

Have you seen the outcome you were hoping for?

Yes - a balanced portfolio has been achieved, which has provided tax effcient saving whilst I was working and has allowed me to achieve my goal of early retirement.

Ross's reply

Thanks for taking the time out to submit your review and the positive words you have included. I look forward to seeing you in July for our next review meeting. Kind regards Ross