Ross Smith

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

Nearing my retirement I was looking to maximise my returns on my pensions and find the plans most suitable to my lifestyle.

How has Ross Smith helped you?

Gave us clear information on all types of pensions. Reviewed my current pensions and gave some great advice I never knew.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Be aware of potential extra tax if you working beyond your retirement age and claiming extra the state pension.

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

Buying a new property.

How has Ross Smith helped you?

He helped me get the best mortgage available and gave me great advice.

Have you seen the outcome you were hoping for?

It was even better than I hoped for.

What could they have done better?

Absolutely nothing he was nothing short or brilliant. Can’t recommend him highly enough.

Please provide a brief comment about your experience with Ross

No comment at present.

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

I needed advice on having an extra pension.

How has Ross Smith helped you?

Advised me on some options.

Have you seen the outcome you were hoping for?

Yes

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

I wanted to retire early and use my investments and occupational pension to allow me to travel abroad.

How has Ross Smith helped you?

He was positive and encouraging. He kept the ‘plan’ simple recognising my needs. He gave me enough information and options to make an informed choice without bamboozling me with jargon.

Have you seen the outcome you were hoping for?

Absolutely! With Ross’s advice and careful management of my money I am still travelling and am confident I will be able to do so for many years to come.