0203 544 6810
Based in Warlingham
View locationChecks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 January 2026
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Ross has not received any client reviews in the past 12 months
Ross has not received any reviews in the last 12 months
Ross has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 28 August 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
26
Qualifications Uploaded
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
26 qualification certificates available to view
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
12
Positive First Impressions
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 12 first impressions)
92% of users who are not yet clients had a positive first experience with Ross
92% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 12 first impressions)
I have been in the industry for over twelve years and I am a Chartered Fellow of the Chartered Institute for Securities and Investments (CISI) as well as a charter holder with the Chartered Financial Analyst Institute (CFA). I enjoy helping clients to achieve their financial goals by providing advice that is tailored to each individual's needs. We place a lot of importance on not only having a robust investment proposition, offering both traditional and ethically managed investment options but also accompanying this with a detailed financial plan. This enables you to track your progress towards reaching your objectives and we can advise on any action required to ensure that this happens. Regular reviews of this give the peace of mind of knowing that you are on course with your financial plans. I focus on ensuring that each client understands why every recommendation has been made by explaining how it will help them in an easy to understand way. It is very important to me that every client is comfortable with the recommendation and that they understand any potential risks involved. For an initial consultation carried out at our cost please feel free to contact me. We are happy to meet you at a location that is convenient for you or we can help remotely if you prefer.