Ross Crake

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

Initially I was looking for advice regarding a small pension that I wanted to transfer to a new company as I wasn't happy where it was. I found Ross on the Internet and gave him a call. Long story short, Ross found the perfect solution and I have been extremely happy with the company Ross found for me.

How has Ross Crake helped you?

That initial contact was four years ago and since the Ross has given me sound advice on numerous topics, most recently regarding inheritance tax planning.

Have you seen the outcome you were hoping for?

In each case Ross has provided sound advice which has always delivered the outcome sought.

What could they have done better?

In my opinion - nothing! Ross is very approachable, highly responsive and communicative. His customer service is second to none and his financial knowledge is exceptional.

Please provide a brief comment about your experience with Ross

Ross was most generous with his time to understand my particular needs and followed up our conversation with some very practical and useful ideas on how I might achieve my objectives.

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

I was looking for an advisor as I was approaching retirement

How has Ross Crake helped you?

Ross created a great plan ahead of my retirement which I am now implementing as I have been retired now for 1 year. He is extremely helpful and responsive to any queries I have and has set up well balanced portfolios for my pension, ISAs and other investments which has given me confidence for my retirement. He is also giving advice for other members of my family.

Have you seen the outcome you were hoping for?

Yes - I now have a plan in place and things are going well.

What could they have done better?

Happy with everything Ross has done.

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

On retirement I needed help with my pensions and investments.

How has Ross Crake helped you?

Ross has given technical and sensitive advice on all pension and investment opportunities for me. He responds very quickly to any query and sends detailed and specific information on each product and recommendation he makes. I would be happy to recommend him to friends and family and have done so.

Have you seen the outcome you were hoping for?

Yes - so far his advice has not disappointed, he understands my cautious approach and I feel I have been well looked after.

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

I had pensions and no clue what my options were

How has Ross Crake helped you?

Moved my pensions to a more ethical portfolio with better predicted returns

Have you seen the outcome you were hoping for?

Yes, exactly as I hoped