Reviewed for

Insurance and Protection ( 6 )

Mortgages ( 12 )

Pensions ( 20 )

Retirement income (annuities, drawdown) ( 6 )

Investments and Savings ( 26 )

Pension Transfers - Non Specialist ( 3 )

Inheritance Planning ( 5 )

Long Term Care ( 1 )

Financial Planning ( 9 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 8 )

£100k - £200k ( 7 )

Up to £50k ( 6 )

£50k - 100k ( 3 )

Client reviews

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Ongoing advice for a number of years now with good advice given by Neil

How has Neil Rossiter helped you?

Financial planning and projections given which are always clear and easy to understand.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I had pension monies that needed investing

How has Neil Rossiter helped you?

Neil gave me good advice at the beginning of the investment and has continued this over the last 10 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am quite happy with the advice I have been given

Review from verified client

June, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Inheritance Planning.

How has Neil Rossiter helped you?

Mr Rossiter helped me format a plan for Inheritance Tax in a very friendly and efficient manner. His advice about my various options was clear and easily understood. He arranged as many meetings as were required for me to understand everything I needed. His explanations helped me feel comfortable about what was involved and what I needed to do. Following a number of discussions Mr Rossiter then set up all I needed to carry out the best plan for me. I felt my needs were understood and my opinions respected throughout the whole process. I have since asked Neil for advice on other smaller matters and he has always responded in a friendly helpful way. I would trust him implicitly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't imagine how anyone could have done any better.

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Devon

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

I first encountered Neil mid 2007 when looking for some financial planning advice and mortgage arrangement. AS i was approaching the end of my career, and having met again, I knew Neil would again be my choice in helping/guiding me in retirement planning.

How has Neil Rossiter helped you?

As you look to the end of your career after years of experience in the work place, retirement whilst attractive can seem a little daunting before you take the plunge. After meeting with Neil and discussing my aims and objectives, I felt confident in finalising my plans, assured that I would be financially secure.

Have you seen the outcome you were hoping for?

At this point, yes...Ive retired. Clearly for me this is early days but all the signs are good.

What could they have done better?

I'm in receipt of regular updates from my investments and from Neil, interesting articles about investing and outcomes - so at this point I cant think of anything else I need.

Neil's reply

Thank you Andrew for such a lovely Review.

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I needed someone to help with my long term finances and to make sure that I had enough income for when I retired.

How has Neil Rossiter helped you?

He has shown me that my finances are in good order and that I had enough income to retire. Plus income for my final few years.

Have you seen the outcome you were hoping for?

Yes, everything has progressed smoothly over the years with very good financial advise.

What could they have done better?

Nothing, as everything has been done excellently for me over the years I have been visiting Neil.

Neil's reply

Thank you for the review William.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

As i am approaching retirement age, i wanted to make sure that we planned for as much financial security as possible when we retire.

How has Neil Rossiter helped you?

Neil reviewed our current lifestyle and our plans for the short term leading up to retirement and then maintaining our chosen lifestyle when we retire. He also considered multiple options including retiring earlier and investing in property to support our desire to be financially secure in our retirement. The information provided was very easy to understand especially in the light of uncertainty that is part of the world we live in, we felt re-assured and now have a very clear understanding of what options are available for us.

Have you seen the outcome you were hoping for?

There were various outcome models presented, that have allowed us to consider multiple options, all of which have been fully explained in terms of the benefits and any compromises that we would need to make to enjoy a particular option.

Neil's reply

Thank you for the review Richard.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Somerset

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

I had a settlement after my divorce and wanted to know what was the best thing to do with it.

How has Neil Rossiter helped you?

He explained in great detail what my options were and how to make the most of my money. He explained how I could take early retirement and still have a good standard of living.

Have you seen the outcome you were hoping for?

Definitely. Every year Neil explains my portfolio, money remaining, future investments and reassures me about my future. I retired early, have a generous monthly payment and the sound knowledge that everything is being taken care of on my behalf.

What could they have done better?

Absolutely nothing! I truly mean this. I am so glad that I found Blackdown and Neil at a time when I was unsure of what to do and how to make the most out of the settlement.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Somerset

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

I think we can all benefit from a person who can sort through our finances, be objective and reset us on a positive financial course. Neil Rossiter was that person for me having recently been divorced. He took the time to listen, understand my personal saving objectives and my relationship to risk.

How has Neil Rossiter helped you?

Neil has the ability to connect and share ideas in a no nonsense way which I really appreciate. His depth and breadth of knowledge has allowed my investments to grow steadily. We have discussed many option with different outcomes and this always feel like a collaboration. A great skill for anyone sharing advice and ensuring the client is confident in their decisions.

Have you seen the outcome you were hoping for?

Having recently had my annual financial review, where the outcomes I was hoping for have been realised. This is a relief given the current economic state of global affairs, but not really a surprise. Year on year the advice has been spot on.

What could they have done better?

Nothing at all! Neil is always professional, helpful and nothing is ever too much trouble.

Review from verified client

February, 2023

Overall

Advice

Service

Value

Based in Devon

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

After I lost my husband I needed to help sort my affairs out.

How has Neil Rossiter helped you?

Neil has helped me enormously. He is very patient and kind and takes great care explaining everything sensibly. He is always available to offer help advice and reassurance. He has made excellent investments for me and I feel safe and secure that he looks after me very very well.

Have you seen the outcome you were hoping for?

Yes I’m every way.

What could they have done better?

Nothing. Blackdown Financial Services are an excellent company to deal with and Neil is outstanding.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in Somerset

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

Retirement and needing sound financial advice asa I am useless at all this!.

How has Neil Rossiter helped you?

Neil completely understood my needs, explained everything including risks etc in a way that helped me understand. He is excellent at using analagies for all points that could be confusing. He is a good listener and was able to empathise with my situation so helping scary financial decisions easier to decide on. Thank you!.

Have you seen the outcome you were hoping for?

Yes definitely. The changes are that I feel more positive and confident about retiring. Neil is a very fair and understanding person.

What could they have done better?

I honestly do not think I would have wanted him to do anything differently.

Review from verified client

October, 2015

Overall

Advice

Service

Value

Based in Somerset

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

Inherited money.

How has Neil Rossiter helped you?

Advice about investments and savings.

Have you seen the outcome you were hoping for?

Similar. Yes.

What could they have done better?

Don't know

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Somerset

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

I am at the time of life where I want to start planning for my retirements. Also My pensions were many and varied and I felt I needed them sorted out in the best way for a maximum return.

How has Neil Rossiter helped you?

Neil took my pensions and reviewed them and came up with recommendations as to what I should do with them. We consolidated some and left some alone.

Have you seen the outcome you were hoping for?

Early days yet but I am very happy with the advice we received.

What could they have done better?

I cannotthink of anything Neil was very thorough and kept all his promises

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Somerset

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

Post divorce - looking at what to do with ex-husband's pension payments and some financial organisation.

How has Neil Rossiter helped you?

Neil provided clear explanations, especially about pension provision and the options open to me. We spent a couple of hours looking at my financial situation and how it could be improved.

Have you seen the outcome you were hoping for?

My finances are now "under control" and I believe I made the right choices for me with regard to pension investment but this was facilitated by Neil and I am grateful for his assistance as it's really helped.

What could they have done better?

I don't think there is anything. I have an annual meeting with Neil where we discuss all of my finances. He makes sure that I'm on track and puts forward any helpful suggestions but at the end of the day the informed choices are down to me. Neil is always friendly and helpful and I feel at ease when we are discussing items which I would otherwise find difficult. Thank you Neil - you're a star!

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in Somerset

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

I took a very early pension with a lump sum and needed advice on how to invest.

How has Neil Rossiter helped you?

Neil set up a portfolio and provided a long term financial plan. This provides confidence in our income/spend profile.

Have you seen the outcome you were hoping for?

Our situation is unchanged. Neil provides sound information to allay any financial fears by examining current situations and 'what if' scenarios.

Review from verified client

August, 2015

Overall

Service

Advice

Value

Based in Somerset

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

Home move.

How has Neil Rossiter helped you?

Found us our new mortgage and insurance policy.

Have you seen the outcome you were hoping for?

Yes great help from neil.

What could they have done better?

Everything was done for us which we good for us as we now understand everything we are paying for

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Somerset

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

Our previous Financial Adviser, who was based some distance away, retired several years ago and since then our finances had not been reviewed and we wanted someone who was more accessible.

How has Neil Rossiter helped you?

He has reviewed our situation and streamlined our finances for the best outcomes.

Have you seen the outcome you were hoping for?

We are still in the 'work in progress' stage, however, there is a definitive plan which is being put in place which is very reassuring.

What could they have done better?

Neil has given me his notes which has enabled me to explain the plan to my husband, who was unable to attend our most recent meeting. I don't think that He could have done better than that.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Somerset

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

I was wanting to finally get to grips with my financial situation, make the most of assets I have and plan for the future, including getting a home and setting up a pension.

How has Neil Rossiter helped you?

He was helpful in explaining the various options open to me in a way I could understand.

Have you seen the outcome you were hoping for?

Neil came up with a good plan, but my current employment status has changed, so the plan is on hold for the moment, as I am unable to make the financial commitments it envisages.

What could they have done better?

Perhaps it would have been good to explore 3-4 different options.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Somerset

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

I was coming up to retirement and required advice on investments and savings for my future.

How has Neil Rossiter helped you?

He helped in providing full details on where to put my savings and investments for when I come to retire, and helped me in providing a proper household budget plan and to show me the best places to invest for my future.

Have you seen the outcome you were hoping for?

I have just retired and with the help Neil Rossiter has provided has given me peace of mind and a secure financial future.

What could they have done better?

Nothing, everything was done to an excellent standard.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Somerset

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

Investing my inheritance.

How has Neil Rossiter helped you?

Gave me sound advice about investments and other financial matters.

Have you seen the outcome you were hoping for?

I have peace of mind that everything is in hand.

What could they have done better?

Nothing that I can think of.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Bridgend

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

First introduced to Neil when looking to buy our first house (2011) and he is currently helping us buy a second one!.

How has Neil Rossiter helped you?

Advised us mainly on Mortgage options while discussing monthly re-payments, future income / expenditures, Insurance, Wills and lots more!.

Have you seen the outcome you were hoping for?

All subject to contacts at the moment but we have sold our house and just had a bid on a new one accepted - so at the moment, yes the outcome we were hoping for is in sight. Have a mortgage in principle which Neil helped us acquire.

What could they have done better?

Honestly couldnt think of anything - Neil is always there if we have a quick query by email or phone meeting as face-to-face is not often easily done due to where we live.

Review from verified client

July, 2015

Overall

Advice

Value

Service

Based in Somerset

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

Most recent reason was for a new mortgage.

How has Neil Rossiter helped you?

Neil advised and managed the whole process for us and gave excellent impartial advice. We have used Neil on many occasions and found the quality and speed of his work very satisfying and we will certainly be using him for any future requirements.

Have you seen the outcome you were hoping for?

We are currently waiting for our house move to go through and as far as Neil side of things we have been pleased with the service and outcomes this far.

What could they have done better?

In all honesty nothing more than what he has done.

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Somerset

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

Buying a house.

How has Neil Rossiter helped you?

He helped me in the process of buying a property, also giving me advise on remortgaging and what we could to buy a bigger property.

Have you seen the outcome you were hoping for?

In the process of upgrading our house to a bigger one.

Review from verified client

June, 2015

Overall

Advice

Service

Value

Based in Somerset

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

Inheritance money to invest for retirement

How has Neil Rossiter helped you?

Guided me to a useful, easy investment company

Have you seen the outcome you were hoping for?

Still employed. Hoping to retire before 65. This may be possible.

What could they have done better?

All clear advice.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Devon

How has Neil Rossiter helped you?

I am a pensioner and when I first saw Neil I was extremely worried about how to keep my savings safe but also have a good return from my investments, Neil was very kind and explained everything in detail to me for the best way to go forward with my money. I have now been with him for three years and my portfolio has grown and I feel confident with all the advice he has given and the investments that he has done for me, I know that if I have any worries I can contact him and he will always get back to me immediately, I now feel confident with my investments and all the advice that Neil has given me and I am enjoying my retirement.

What could they have done better?

I am extremely satisfied with everything Neil has done.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Very friendly. Made things clear and easy to understand.

What could they have done better?

I have had no issues at all with any of the advice I have been given over the years.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Neil provided invaluable advice at the point of retirement and on an on-going basis. He has helped me to formulate a financial plan which gives me peace of mind and confidence and which is monitored on annual basis. Neil answers questions and queries in simple, straightforward manner.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

From day one Neil has provided my wife and I with a totally professional service, he comes highly recommended from us.

What could they have done better?

I have no comment to make here as Neil has always explained things in a very understandable way by his illustrations at our meetings and subsequent reports.

Review from verified client

May, 2015

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Neil is so friendly, always greeting us with a smile and handshake. Cups of delicious coffee usually follow. He explains things in layman's terms and shows us on the wall screen which makes things easy to understand. Neil answers our questions very clearly.

What could they have done better?

We would have suggested a screen on the wall but he's beaten us to it! That's about the only thing we could suggest.

Review from verified client

April, 2015

Overall

Advice

Value

Service

Based in Gwynedd

How has Neil Rossiter helped you?

Excellent sums it up. First met Neil 2 years ago when he provided some pension advice. He now looks after our portfolio and provides updates as required and a minimal annual review with further reviews as required. He explains his strategy in simple terms and makes what is a complicated area to most people reasonably easy to understand. He takes an interest in you as an individual rather than just another number.

What could they have done better?

Nothing

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

We have used Neil a number of times when re-mortgaging. He is always happy & willing to help with any aspect of the process and presents us with all options available and gives advice accordingly. We always feel assured and relaxed when we go through this process, which can be daunting, knowing we have Neils expert knowledge of the market and what options would be best suited to OUR needs. I would happily recommend Neil for any aspect of Financial Planning.

Review from verified client

July, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Neil has helped me complete the due diligence associated with being the Power of Attorney for my relatives, and has in the course of the advice and subsequent action that I have taken, enabled me to expand my knowledge of financial products. He clearly understood the circumstances that facilitated the introduction, and was very thorough in researching the current financial state and my needs as PoA representing the estates of my relatives, the commercial proposition was also very competitive. Throughout the process I anticipated that we would follow a certain route in respect of managing the fund available, however, he has helped me and guided me towards selecting the appropriate plan of action through the use of some very clear and simplistic financial modelling, thereby allowing the layman to clearly understand the risks and benefits associated with the various options that are open to manage a fund. His professional and friendly nature and his willingness to always be available to answer questions were very welcome when digesting the comprehensive financial plan that he prepared for me. This was my 1st commercial interaction with a financial advisor and I am relieved that through Neil's professionalism it was also a rewarding experience.

What could they have done better?

As this was my 1st interaction with a Financial advisor, I am not sure that Neil could have done anything better, I am completely satisfied with the interaction, the result and the cost of the advice, and will certainly have no hesitation in using Neil in the future, as needs arise.

Review from verified client

June, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Neil Rossiter is a highly professional and knowledgeable financial adviser. Personable, open and honest Neil has the ability to explain the most complicated of subjects in a straightforward, balanced and understandable manner. He pitches his discussion and advice to the knowledge of the customer using modern performance software and established techniques to excellent effect. He is an excellent listener giving customers time to explain their needs.

What could they have done better?

I have racked my brain to try and find a constructive suggestion but Neil Rossiter provides exactly what I want and need from financial planning advice.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Kent

How has Neil Rossiter helped you?

Neil completed a full and detailed research on me, my background and my future hopes which enabled him to better understand what could be achieved for my future. It really felt like he was 'on my side' and he left me feeling valued and that he actually cared about achieving the very best he could for me. Neil was completely professional and all his dealings with me have been timely and all queries dealt with in a prompt and pleasant manner.

What could they have done better?

I cannot think of anything Neil could do better.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Very approachable and concise during discussions with clear explanations of options laid out. Excellent communications from Neil and his team through the process, I can highly recommend Neil at Blackdown Financia.l

What could they have done better?

from my experience - nothing

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

From the first appointment with Neil I was given informative information regarding the choice of mortgage I would require, the financial planning and my own budgets were discussed, Neil gave me the impartial advice and guidance which I needed to make my decisions for my house purchase. The whole process was extremely positive, emails, telephone calls amd letters were all dealt with efficiently.

Review from verified client

May, 2014

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

I am a property investor with 27 years experience and Neil has helped with the majority of investments I have made during the passed 15 years. He has an informal but very informative and informed approach. I can certainly recommend him and his company, indeed I have encouraged a number of friends to use his services for both residential mortgages and investment properties (buy to let) and associated advice.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Communicates the options and advice well and ensures that it is not just fully explained, but questions understanding and will reiterate any points in a manner that ensures understanding and acceptance.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Devon

How has Neil Rossiter helped you?

Neil continuously monitors my investments to ensure that I have the right sums invested in the right places. He sends me helpful information and emails from time to time and reminds me when our annual review is due. He takes a friendly interest in my family life and well-being and tailors his advice to my personal needs. Last year, Neil helped me to make the decision to retire from a job I hated when I was anxious about whether or not I could afford to do so and he is currently advising me to spend some money on enjoying myself! I have always been nervous about spending but Neil understands this and is very patient in reassuring me that I need not worry. He is helping me to accept that the value of money lies in what we do with it.

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Neil

Very professional. Mr Rossiter was informative,very courteous and covered all aspects of the issues I raised. First Class service. I would use this company again should I need further assistance and would highly recomment them to others.

Review from verified client

May, 2013

Overall

Advice

Service

Value

Based in Devon

How has Neil Rossiter helped you?

Neil listens to our needs and builds solution(s) to fit them. Any feedback we have on direction or risk-strategy are listened to and adopted within the portfolio.

Review from verified client

May, 2013

Overall

Advice

Service

Value

Based in Somerset

How has Neil Rossiter helped you?

Neil has always given sound financial advice. As an amateur when it comes to understanding the world of investments , Neil has the ability and patience to explain the 'markets' in layman's terms for me, complete with diagrams!! Neil has enabled me to gain greater confidence in understanding my investments and is always at the end of the phone or email if I ever have a query for my investments or my mothers. Through sound practice and knowledge, Neil has invested my savings well, and the growth over the past 4 years, continues to grow. The yearly Financial Planning is very thorough and I always leave with some homework to do!!

What could they have done better?

N/A