Ross's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 24 )
Retirement income (annuities, drawdown) ( 10 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Financial Planning ( 1 )
Financial Mentoring ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 4 )
£100k - £200k ( 2 )
£50k - 100k ( 4 )
Up to £50k ( 4 )
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Ross
Ross was most generous with his time to understand my particular needs and followed up our conversation with some very practical and useful ideas on how I might achieve my objectives.
Ross:
Many thanks for your kind review. I look forward to working with you in future but if there is anything that you need in the meantime then please let me know. Kind regards RossReview
by a verified client in Kent
10 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was looking for an advisor as I was approaching retirement
How has Ross Crake helped you?
Ross created a great plan ahead of my retirement which I am now implementing as I have been retired now for 1 year. He is extremely helpful and responsive to any queries I have and has set up well balanced portfolios for my pension, ISAs and other investments which has given me confidence for my retirement. He is also giving advice for other members of my family.
Have you seen the outcome you were hoping for?
Yes - I now have a plan in place and things are going well.
What could they have done better?
Happy with everything Ross has done.
Ross:
Many thanks for your review, it is most appreciated and it has been a pleasure to work with you thus far. I'm glad everything that we have done has been useful and I look forward to working with you in the coming years to ensure that everything remains on trackReview
by a verified client in Surrey
2 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement I needed help with my pensions and investments.
How has Ross Crake helped you?
Ross has given technical and sensitive advice on all pension and investment opportunities for me. He responds very quickly to any query and sends detailed and specific information on each product and recommendation he makes. I would be happy to recommend him to friends and family and have done so.
Have you seen the outcome you were hoping for?
Yes - so far his advice has not disappointed, he understands my cautious approach and I feel I have been well looked after.
Review
by a verified client in Midlothian
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had pensions and no clue what my options were
How has Ross Crake helped you?
Moved my pensions to a more ethical portfolio with better predicted returns
Have you seen the outcome you were hoping for?
Yes, exactly as I hoped
Ross:
Hi Ashley Many thanks for your review, it was a pleasure helping you. I hope all is well at your end and if there is anything that we can help with in the future then please let me know. Kind regards RossFirst impression
by a VouchedFor user
3 years ago
Overall
Please provide a brief comment about your experience with Ross
Ross Crake of Osprey Wealth Management Ltd has provided excellent advice for pension transfer, ISA’s and a will trust investment. He provides full answers to questions posed and leaves you in no doubt that he has listened and understood your objectives and priorities and responds accordingly. He illustrates his reasoning with worked examples and analyses to back up his recommendations and the advice is given in a calm manner. He is well qualified for the role and his web site demonstrates the care and attention to detail that he takes as an independent financial adviser.