Superannuation Consultants

Ross Trustees

Ross Trustees is a financial services company based in London, England. They specialize in providing superannuation consulting services to their clients. With a focus on delivering high-quality advice and solutions, Ross Trustees is committed to helping their clients achieve their financial goals.

Introduction to Ross Trustees

Ross Trustees is a company founded in 1988, located in London, England. They specialize in providing Superannuation Consultants and Financial Services to their clients. The company's aim is to provide customized solutions to their clients' needs, and they have been successful in doing so for over 30 years. What makes Ross Trustees unique is their team of experienced professionals who have a deep understanding of the industry and are dedicated to providing excellent customer service.

Services & products

Ross Trustees offers a range of services to their clients, including pension scheme trusteeship, governance consulting, and actuarial services. They also provide investment advice, risk management, and administration services. Clients can expect customized solutions to their specific needs, and the company is known for its innovative approach to problem-solving.

Location

Ross Trustees is located in Westgate House in London, England. The area is known for its financial district and is home to many businesses in the financial services industry. Customers can expect a professional and bustling atmosphere when visiting the area. The company is easily accessible by public transportation, with the closest options being Chancery Lane Station (0.2 miles), Farringdon Station (0.3 miles), and City Thameslink Station (0.4 miles).

Benefits

Customers should choose Ross Trustees because of their extensive experience and knowledge in the industry. The company is dedicated to providing customized solutions to their clients' needs, and their team of professionals is committed to delivering excellent customer service. Ross Trustees also has a track record of success, and their innovative approach to problem-solving sets them apart from others in the same industry.

Good to know

Customers should be aware that Ross Trustees is a company that specializes in Superannuation Consultants and Financial Services. They are committed to providing customized solutions to their clients' needs and are not a one-size-fits-all company.

Reviews

Customers have praised Ross Trustees for their professionalism, knowledge, and dedication to providing excellent customer service. They are known for their innovative approach to problem-solving and their ability to provide customized solutions to their clients' needs. Overall, Ross Trustees has a reputation for being a reliable and trustworthy company in the industry.

Amenities

financial advice
retirement planning
investment strategies
tax planning
pension advice
risk management
estate planning
insurance
wealth management
customer support

FAQ

What is your track record in helping clients maximize their superannuation?

At Ross Trustees, we have a proven track record of helping our clients maximize their superannuation. Our team of experienced superannuation consultants work closely with each client to understand their unique financial situation and goals, and develop customized strategies to help them achieve their objectives.

What types of superannuation products do you offer and how do they differ from one another?

We offer a range of superannuation products, including self-managed super funds (SMSFs), retail super funds, and industry super funds. Each product has its own unique features and benefits, and our team can help clients select the product that best meets their needs and goals.

How do you determine the best superannuation strategy for each individual client?

Our team of superannuation consultants takes a personalized approach to each client, taking the time to understand their financial situation, goals, and risk tolerance. We then develop a customized superannuation strategy that takes into account their unique circumstances, and provide ongoing support and guidance to help them achieve their objectives.

What fees do you charge for your services and how are they calculated?

Our fees for superannuation consulting services vary depending on the scope of the engagement and the services provided. We work with each client to develop a fee structure that is fair and transparent, and we are committed to providing value for money. Our fees are calculated based on the time and resources required to deliver the services, and we provide detailed fee estimates before commencing any work.

Can you provide references or testimonials from satisfied clients who have used your services for superannuation consulting?

Yes, we are happy to provide references or testimonials from satisfied clients who have used our services for superannuation consulting. We have a strong track record of delivering high-quality services and achieving excellent outcomes for our clients, and we are proud of the positive feedback we have received from our clients over the years.