Ross began his career in financial services in 2003 after completing his university studies. This was in a support role with a small firm of advisers with a national network where he spent two years obtaining his initial qualifications, but also learning the value of cashflow planning to the advice process.
After two years he moved to a national Independent Financial Adviser firm expanding on his knowledge and experiences whilst introducing the benefits of holistic financial planning to colleagues. Ross has acquired an in-depth technical knowledge of the UK financial planning sector working with colleagues and clients on achieving their objectives. His qualifications in areas such as pension planning has seen him obtain the Chartered Financial Planner status with the Personal Finance Society.
He made the move to bdhSterling in April 2017 to share his knowledge, experience and enthusiasm for his work with the team and ensure that clients get the best possible planning and advice.
Ross lives in Surrey with his wife and two daughters, and if time permits enjoys a game of golf (good or bad), watching sport or playing the guitar.
Title: Financial Planner