Tony Ross

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

My husband had met Tony and we thought it would be a good idea to seek his advice

How has Tony Ross helped you?

By helping us both get peace of mind around our finances and plans

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?

Getting older and a sense that I needed an expert by my side as I start to plan what the future looks like

How has Tony Ross helped you?

He's helped us to fully understand our current financial reality and a detailed forecast of our finances linked to our desires and goals for the next phase of our life. He's also helped us to make decisions in the here and now that have given us confidence.

Have you seen the outcome you were hoping for?

Absolutely - we've got exactly what we wanted: clarity and confidence

What could they have done better?

I genuinely don't think they could have done anything better - they really took the time to understand us and that has made a massive difference

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

We were approaching retirement ca.10 years, wanted to ensure financial stability from that point on, and needed advice on how to achieve that.

How has Tony Ross helped you?

Tony has helped significantly in two major areas: a) our overall financial planning e.g. how are we managing our money, factors we should consider etc; and b) maximising returns on capital & investments.

Have you seen the outcome you were hoping for?

We have been working with Tony for less than a year, and given that the reason for our seeking advice is longer-term, it's too early to tell. That said, his advice has been excellent, and already helped get us on a better track.

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

We needed to understand how best to invest and plan for retirement - especially given we have not worked exclusively in the UK and are currently self-employed.

How has Tony Ross helped you?

Tony has helped advise us on how to leverage our portfolio diversification and understand the advantages of making certain investment choices over others. Tony has also helped clarify how our retirement finances are shaping up so that we can plan accordingly. He has also helped with several pieces of financial knowledge to help us in the short-term.

Have you seen the outcome you were hoping for?

Absolutely. We are far more confident in our retirement prospects than ever before and reassured that we have someone to help make wise financial decisions for both short and long-term plans.

What could they have done better?

We are completely satisfied with the service they provide. So much so, that we have recommended their services to several friends and family.

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

We were worried about our financial future - we just didn't know what it looked like.

How has Tony Ross helped you?

He's given us confidence in our financial future, provided guidance about how to be financial secure in the long term. He's also focused the discussion around out life goals, rather than about money, and that's driven our decisions. I feel that Tony and his team have our best interest at heart.

Have you seen the outcome you were hoping for?

Yes - we look forward to seeing more!

What could they have done better?

I can't think of anything that could have been better - Tony and his team are professional, kind, caring and trustworthy.