Ross Taylor

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

Thinking about how to manage financial affairs over the long-term.

How has Ross Taylor helped you?

Planning for the future. Providing reassurance and trusted advice in a down to earth and very approachable manner.

Have you seen the outcome you were hoping for?

Yes - very much so.

What could they have done better?

NA.

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

Had money that I wanted to invest long term

How has Ross Taylor helped you?

He and his father before him have helped me to both plan for and make good investment decisions

Have you seen the outcome you were hoping for?

Oh yes. Exceeded my expectations

What could they have done better?

Doubt it

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

Having had several diverse small workplace pensions over the 40+ in my professional career, I felt that they were not being optimally invested. I reached out to Taylor & Taylor and Ross helped me consolidate my pensions into one policy, and gave me advice on tax and investment savings.

How has Ross Taylor helped you?

Ross was interested in my plans and vision for my future, and as I was wishing to retire from my profession early to work voluntarily overseas, he devised a pension plan which would support my project fanatically.

Have you seen the outcome you were hoping for?

Yes, absolutely, Ross recommended a pension plan that now supports my voluntary work in my retirement. He regularly reviews the plan with respect to the market conditions and my own personal requirements. Ross' focus is on the person and their projects for their life and family, he then advises the best course of action to achieve those plans financially, always ensuring that you are happy with his proposals.

What could they have done better?

Nothing..

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

I first consulted Chris Taylor about 14 years ago regarding investment advice following a PE acquisition. Ross Taylor took over 2020. Investment advice was again sought following a further PE investment in 2021.

How has Ross Taylor helped you?

First Chris, and then Ross, provided financial advice following the PE deals.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All good - no suggestions.

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

I initially looked for a financial advisor over ten years ago following the death of one of my parents, and with the approach of my own retirement.

How has Ross Taylor helped you?

I have always found Ross (and T&T) to be very proactive, knowledgeable and empathetic in dealing with my queries and they've consistently provided me with accurate and relevant advice, tailored to my personal circumstances.

Have you seen the outcome you were hoping for?

Yes - I am now comfortable that I have a portfolio of investments (including pension) that delivers the financial returns I need and offers me a secure future.

What could they have done better?

N/A