Neil Rossiter

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

I first contacted Neil over 14 years ago, with a sum of money I wished to invest for my retirement. Neil's attention and advice has been invaluable, ensuring that my retirement pot has increased and remained secure even over the ups and downs of the financial market.

How has Neil Rossiter helped you?

I have been extremely happy with each aspect of the financial planning and support offered by Neil and the Blackdown Financial team.

Have you seen the outcome you were hoping for?

I am very satisfied with the outcome of my initial request for assistance.

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

I needed advice on financial planning while I was at work, before I retired so that I could leave when I wanted too.

How has Neil Rossiter helped you?

He was able to sort out my financial problems so that I could leave work when I wanted and I would have financial security for the rest of my life.

Have you seen the outcome you were hoping for?

Yes, he has helped with my financial security.

What could they have done better?

Everything has been done to my satisfaction and nothing could have been done better.

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

We wanted sound advice for financial planning and retirement

How has Neil Rossiter helped you?

Neil has helped us negotiate our transition from working life to retirement with trusted advice on financial planning and investments

Have you seen the outcome you were hoping for?

Yes, considering the challenges of recent years.

What could they have done better?

We are happy with the service that we have received.

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

Initially it made viable sense to get a financial adviser as I had a number of growing assets which weren't being utilised effectively. There cam an opportunity after Neil had set-up a consolidated pension for me many years ago to move to one which was managed and offered a better projection rate.

How has Neil Rossiter helped you?

Neil has helped me plan for my retirement at 60 and project what we need to do to aid that becoming a reality, he really breaks down the complex world of financial planning into straight forward discussions so provides comfort that what we're doing is positive and supports our goals

Have you seen the outcome you were hoping for?

At the moment absolutely, we're a way off from the plans being realised later in life but the decisions we're making now are going to provide a much more comfortable life once me & my wife decide to slow down work.

What could they have done better?

Nothing at this stage, i'm very happy.

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

As we are approaching retirement in the next few years we wanted advice on how to manage & benefit from a variety of existing old pensions & current savings & investments.

How has Neil Rossiter helped you?

Neil & his team have been extremely thorough in reviewing all of our financial information & then advising us of a range of options that we can use to make the most of our current status.

Have you seen the outcome you were hoping for?

Yes, we now know exactly where we are financially & what the future possibilities are for the years ahead.

What could they have done better?

We don’t think there is anything that could have been done to improve the process because it was all done as simply & professionally as possible.