Ross is a Private Client Partner specialising in Financial Planning and Wealth Management. Ross has over 14 years of experience advising high-net-worth individuals and business owners on their long-term financial plans, ensuring their investments are appropriate, pension plans relevant and any protection or other needs are met.
Experience
Ross graduated from the University of Exeter in 2010 and joined the Fovis Mazars graduate scheme progressing to partner in 2023.
He now focuses on delivering comprehensive and holistic financial planning advice to his clients. He has a firm belief that all individuals should have a financial plan, focusing not only on what they have, but more importantly what they want to achieve. He is very focused on making sure clients understand how their assets will benefit them.
Ross has also spent a significant part of his career dealing with SSAS pension funds and looking at the best way for individuals to maximise their value from these plans. The unique structure of each SSAS presents its own challenges and opportunities and the key is to liaise with all members in order to obtain the most suitable outcome for all.
Work Highlights
Ross was named as one of New Model Adviser’s Top Next Generation 35 Advisers Under 35.
Accreditations/ Memberships of professional bodies
Chartered Financial Planner (CII)
Certified Financial Planner (CFP)
Chartered Investment Manager (CISI)
Affiliate Member of the Institute of Chartered Accountants in England and Wales (ICAEW)
Areas of Expertise
Wealth Management
Financial Planning
Investment Management
Retirement Planning
Cashflow Modelling
Exit Planning and Business Sale Financial Planning for medical professionals
What our clients say
Ross's main strength is he seeks to understand your personal circumstances and what you want to do with your money before advising on investments, and his advice is always clear and will always be congruent to your wants and needs. He understands it's your money and you have the final say in what to do with it, and will always assist in getting the best outcome for your decisions, and is free of judgement. His explanation of financial agents and actors is excellent, and his advice is always given alongside evidence.
