Ross Evans

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

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

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

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.

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.

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

I wanted to set up a pension scheme to save for the future and look into protecting my family and mortgage with life insurance.

How has Ross Evans helped you?

Ross provided me with lots of useful advice and helped guide us with choosing the best pension provider and life insurance. He went above and beyond for us with ensuring we had everything in place to protect our family, assets and mortgage and provided us lots of information on different pensions and how they benefit us. We set up a pension scheme, looked into what regular payments to make to get to where we want to be for when we retire and set up life insurance policies.

Have you seen the outcome you were hoping for?

I certainly have!

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

I will be retiring this year.

How has Ross Evans helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

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

I am planning for retirement and had a number of pensions that needed reviewing. Also took advice on potential sources of income in retirement and strategies to save and use surplus income for the future. Ross also gave me some mentoring regarding challenging and reviewing some previous pension transfer work done previously after evaluating my portfolio.

How has Ross Evans helped you?

Ross is clear, concise, knowledgeable and focused on my objectives. He clearly uses his resources well and presents up to date information and changes in the financial landscape to add more value to the work he is doing on my behalf. His interpersonal skills are outstanding and he is a pleasure to work with. If I could give a 6 star rating and an 11 point satisfaction score I would! I cannot recommend him highly enough. He is available and responsive at all times and proactively looks after my interests.

Have you seen the outcome you were hoping for?

My portfolio make more sense and I am benefitting form taking the advice already and I have sucesfully challenged some of the work done previously on my portfolio.

What could they have done better?

Nothing. Ross continues to add more value to our dealings as time goes on.

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

Looking to transfer my pension

How has Ross Evans helped you?

He gaven me the option and it was great advice many thanks Ross

Have you seen the outcome you were hoping for?

Totally changed my mind due to the discussions with Ross.

What could they have done better?

Nothing great advice

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

Pension advice

How has Ross Evans helped you?

Very knowledgeable and explained and answered all my questions

Have you seen the outcome you were hoping for?

Yes

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

I was unsure about the implications of taking a pension. Ross' advice was excellent.

How has Ross Evans helped you?

Ross took me through the options and implications and through his expert assistance helped me fund paying off a mortgage.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. I am more than happy with how professional and pro-active Ross is.

Please provide a brief comment about your experience with Ross

Never got back to me

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

I WASNT HAPPY WITH THEY WAY I GOT TREATED FROM ANOTHER FIRM I WAS WITH.I RANG ROSS EVANS UP AND ROSS TOOK OVER MY PENSION.

How has Ross Evans helped you?

ROSS GOT EVERYTHING SORTED FOR ME .IM ABSOLUTELY DELIGHTED WITH THE OUTCOME.IT WAS A PLEASURE TO DO BUINESS WITH HIM.ALSO I HAD NO STRESS AT ALL WITH ROSS DEALING WITH MY PENSION.

Have you seen the outcome you were hoping for?

YES

What could they have done better?

ABSOLUTELY NOTHING.EVERYTHING ROSS DID FOR ME I WAS VERY PLEASE WITH.

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

Retirement of usual advisor and also relocation

How has Ross Evans helped you?

His advice was easy to understand, no jargon and no persuasive tie-ins. A really approachable person with good, honest advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Ross is spot on in my book. Since we had to use video conferencing due to the lockdown situation, it all went smoothly and although I had reservations initially, it was better than having to take time off work or rush through traffic to get to a face-to-face meeting. The informal setting really worked for me.

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

I was looking for advise on investments and pensions

How has Ross Evans helped you?

Ross was really good, patient and did not rush into making any haste decisions he explained everything very clearly and offered different advise so we could make informed choices. I would definitely recommend Ross very happy with the service

Have you seen the outcome you were hoping for?

Yes

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

we were looking for a company to help with our company pension scheme and help with advice for early retirement

How has Ross Evans helped you?

We were put in touch with Flying Colours who in turn put us in touch with Ross. He was only to willing to help us with our request for advice. Nothing seems to be a problem for him, even when we email him for information and help

Have you seen the outcome you were hoping for?

Although we are not at the end game yet we have been really impressed with the service we have received from Ross

What could they have done better?

As we are not regular investors and do not normally have contact with financial advisors we would find it hard to offer constructive criticism of Ross's service.

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

Looking at When i can retire

How has Ross Evans helped you?

He Looked through my Different Pensions and offered advice on any that could be Invested better Also advised to leave some as they are

Have you seen the outcome you were hoping for?

Yes the outcome was as expected if not better

What could they have done better?

Nothing really i did go back with some changes and observations which were looked at and discussed so i fully understood and was very happy with the Final outcome

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

Close to retirement , looking for advise and to see if pensions we had in place were adequate. Following recommendations from friends .

How has Ross Evans helped you?

Ross helped us by providing a professional service which enabled us to fully understand all aspects regarding pensions and how we could improve on them .

Have you seen the outcome you were hoping for?

Yes, Ross has improved our pension income.

What could they have done better?

Absolutely no issues , excellent service.

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

New mortgage

How has Ross Evans helped you?

Life and critical life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, how can you improve an excellent service.

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

Moving home

How has Ross Evans helped you?

Life and critical illness cover

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Assessing whether a final salary scheme should be cashed in and general pension health check.

How has Ross Evans helped you?

Ross was able to assist with up to date tax legislation and advise how pension savings and plans for retirement could be improved. He was able to tell me about the pros and cons of moving a final salary pension.

Have you seen the outcome you were hoping for?

I am very satisfied with the advice I received and have made plans to change aspects of my pension planning based on Ross's knowledge.

What could they have done better?

Ross was very flexible and friendly. He met me at his offices and at home which suited me in each case. He called when he said he would and was always able to answer my questions. I cannot see how his help could be improved.

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

I was left a lump sum and wanted to invest part of it

How has Ross Evans helped you?

Ross’s discussed the options open to invest the money and evaluated the risk level against the return I could expect.

Have you seen the outcome you were hoping for?

Yes Ross’s advice was clear and relevant to myself. It has given the confidence and understanding to invest my money.

What could they have done better?

I really couldn’t offer any areas for improvement. Ross was everything I would expect from a financial advisor.

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

First time buyers looking for life insurance and mortgage protection.

How has Ross Evans helped you?

Ross helped by cutting out all the jargon and simplified our options so we could then choose the correct cover.

Have you seen the outcome you were hoping for?

Yes. Ross helped us select the correct cover whilst also keeping our costs down to enable us to spend money on enjoying ourselves.

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

Buying my first house with my partner

How has Ross Evans helped you?

He helped us choose life insurance policies to suit us

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No, he did everything we asked of him and we know how to get in contact with Ross in the future, should we have any further needs he can help with

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

I needed some financial advice as my in house AVC scheme was coming to an end. I contacted Ross after finding him on a website my AVC provider recommended to look for IFAs.

How has Ross Evans helped you?

We ended up talking about all of my various pension pots and investments and his advice was superb: clear, balanced and very much tailored to my preferences and attitudes. He comes to a location of your choice for the face to face discussions and keeps in regular touch by email in between times. He also did all of the leg work in terms of transfers to the new platform he recommended. 100% recommended!

Have you seen the outcome you were hoping for?

Yes, absolutely!

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

I was accruing money within a Limited Company (sole director) and was unsure what to do with it.

How has Ross Evans helped you?

Ross advised me on the most effective way to invest the excess cash, whilst ensuring I stayed within my means and could continue my with normal standard of living.

Have you seen the outcome you were hoping for?

Too early to tell.

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

I needed to put my private pensions into some sort of understandable order.

How has Ross Evans helped you?

By looking through my pensions and investments he offered advice on the best way forward and when I was happy with what I wanted acted on my behalf to contact the various companies to make it come good.

Have you seen the outcome you were hoping for?

Yes I am very satisfied with the outcome

What could they have done better?

Not sure anybody could have done better than Ross