Ross's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 19 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 11 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 2 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 2 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Review
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had 7 pensions and thought I needed some help to make sure I did the right thing with them.
How has Ross Evans helped you?
Yes, very much, everything explained so I could understand it
Have you seen the outcome you were hoping for?
Yes all sorted and looking good for the future.
What could they have done better?
Can’t think of anything
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Recently took a new mortgage on and was looking for someone to complete my life insurance, ross was helpful and friendly, very good at communicating and finding the best deal for life insurance.
How has Ross Evans helped you?
Ross helped find some life insurance for our mortgage and for my own mortgage as well. He was most helpful finding the best deal and explaining the steps around life insurance.
Have you seen the outcome you were hoping for?
Yes, Ross managed to find the outcome I was hoping for and was brilliant at doing so.
What could they have done better?
Nothing Ross was excellent
Review
by a verified client in Devon
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying a house
How has Ross Evans helped you?
Found me the right life insurance for our circumstances
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Lincolnshire
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Received inheritances from family and wished to plan for retirement and better work/life balance going forward.
How has Ross Evans helped you?
Ross has been a great sounding board for listening to our ideas and helping us to achieve them in a structured manner. He gave us some very well timed mortgage advice ahead of the massive interest rate rises. Ross has helped us consolidate and simplify our financial assets.
Have you seen the outcome you were hoping for?
Definitely, even with the cost of living crisis we are still comfortable with our short and long term plans.
What could they have done better?
Nothing - Ross exceeded our expectations every step of the way.
Review
by a verified client in Lincolnshire
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to pay off a mortgage from my pension fund
How has Ross Evans helped you?
I was baffled and bewoldered. Ross helped me make sense of it and helped me make the best decisions which I am happy with. Nothing was too much trouble. If I didn;t understand anything he took the time and patience to explain clearly.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing.