Ross Taylor

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

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

I first became a client of T&T 12 years ago (Ross's father) when I required advice to consolidate a number of small pensions. The relationship has continued since and Ross has advised with other investments and financial planning.

How has Ross Taylor helped you?

Regular pensions and savings reviews and advice to ensure that myself and my wife will achieve our retirement ambitions.

Have you seen the outcome you were hoping for?

Yes, I retired 18 months ago and have therefore worked closely with Ross during this period of financial adjustment. I am now comfortable that we are in a good financial position going forwards.

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

security of investments

How has Ross Taylor helped you?

Ross has given solid advice from the very start

Have you seen the outcome you were hoping for?

yes

What could they have done better?

Nothing