Daniel Ross

Hartley Ross

Daniel's reviews

Reviewed for

Insurance and Protection ( 17 )

Mortgages ( 13 )

Pensions ( 64 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 30 )

Auto Enrolment ( 1 )

Investments and Savings ( 70 )

Pension Transfers - Non Specialist ( 26 )

Inheritance Planning ( 20 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 20 )

Financial Planning ( 29 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 26 )

£200k - £500k ( 16 )

£100k - £200k ( 8 )

Up to £50k ( 6 )

£50k - 100k ( 5 )

First impression

by a VouchedFor user

25 days ago

Overall

Please provide a brief comment about your experience with Daniel

Daniel was very clear with his advice, asking very good questions to help us understand our financial situation and be confident in the decisions we take so that our money works for us in the best way to provide what we need. Daniel helped us to look beyond the obvious and took the time to answer our questions and explain the information behind managing financial activities.

Daniel:

Hi Wendy, Thank you for your kind feedback. I’m delighted to hear that our approach has helped you gain clarity and confidence in your financial decisions. If you decide to sell your rental property, please don’t hesitate to reach out – I’d be happy to discuss the tax implications and help you create a plan for the best use of the proceeds. Best wishes for your retirement! Dan

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Daniel

Daniel has given me useful information and pointers during our call.

Daniel:

Thank you for leaving a review Adeline, If you have any further questions about your investments or pension, please don't hesitate to get in touch. Many thanks, Dan

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Daniel

Dan was very helpful and informative regarding my pension queries. I highly recommend working with Dan.

Daniel:

Hi Ella, Thank you for getting in touch. If you have any further questions about pension funding or would like an update on your investments, please let me know - I’m happy to help. Wishing you all the best in your new job, and I hope our paths cross again soon! Best, Dan

Review

by a verified client in Swansea

3 months ago

Overall

Advice

Service

Value

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

Advice for savings, & management of interest from investments

How has Daniel Ross helped you?

Giving me ideas & reassurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Always happy with advice

Daniel:

Thank you for your review, Wenna. I appreciate you taking the time to share your feedback. If you ever need further assistance with ISAs or exploring wealth management options that don’t require self-assessment returns, please don’t hesitate to contact me. I’d be happy to help. Best wishes, Dan

Repeat review

by a verified client in Cardiff

5 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Daniel Ross helped you since your last review?

Since my last review I have retired so Daniel advised me on my current pension investment.

Daniel:

Thank you for your positive review Gail and for taking the time to share your experience. It's always a pleasure working with you and Brian, and I’m pleased you're happy with the pension planning we've put in place for you. Wishing you all the best for this exciting new chapter! Dan