694 reviews | 5 verified advisers
Review for Ross Speedie
What could they have done better?
Nothing I can think of
What were the circumstances that caused you to initially look for a financial adviser?
Previous advisor was retiring
How has Ross helped you?
Pension fund recommendation and portfolio diversification
Have you seen the outcome you were hoping for?
Yed
Review for Ross Speedie
What could they have done better?
Na
What were the circumstances that caused you to initially look for a financial adviser?
My previous advisor moved my investments to Interest me due to them scaling down their client list.
How has Ross helped you?
Ross pushed to move from Old Mutual Wealth to A J Bell, as they performed slightly better with less charges.
Have you seen the outcome you were hoping for?
The numbers are going up in the right direction.
Review for Daniel Mole
What were the circumstances that caused you to initially look for a financial adviser?
Pension advice
How has Daniel helped you?
Assisting with managing and transferring pension funds.
Have you seen the outcome you were hoping for?
Still in progress but happy with current assessment
Review for Ross Speedie
What could they have done better?
I am not aware of things he could have done better
What were the circumstances that caused you to initially look for a financial adviser?
Previous adviser recommended
How has Ross helped you?
Annual advice on pension investments and drawdown
Have you seen the outcome you were hoping for?
Yes
Review for Ross Speedie
What could they have done better?
So far I am happy with the returns
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to finish work before 60 years of age
How has Ross helped you?
Helping me understand investment Potential and pension sustainably
Have you seen the outcome you were hoping for?
Yes
