I have joined the Vision team having worked for HSBC for 18 years. I spent the last 12 years working in Financial Services where I was an award winning Premier Client Manager. I provided financial advice to High Net Worth Premier clients where I specialised in creating tax efficient investment portfolios, protecting wealth and families and retirement planning.
As an Independent Financial Adviser, and Director of R W Wealth Management Limited, I am now looking forward to providing my clients with a bespoke financial planning service from the whole of market.
I am passionate about building strong long-term relationships, understanding my client’s individual needs and I’m committed to helping them achieve their financial strategies and objectives. I believe it is important to conduct regular ongoing face to face reviews and most importantly, to make sure things are explained in simple terms.
Outside of work I enjoy spending time with my wife Rachel. I have a passion for travel and also enjoy running and playing football.
“From previous experience of dealing with Ross, when I received a personal and attentive service, I had no hesitation in contacting Ross to handle the process from the sale of my mother’s house and investing the money for eventual self funded care home fees.”
“Can’t thank Ross enough for all his help and advice. He spoke to us on our level and offered always to recap on anything if we wanted. Feel happy in the knowledge that moving forward we have Ross and Vision as a point of contact and further advice, should we need it. First class service!”
“We find Mr Walfords advice and input to our financial planning is well received. He is kind and courteous at all times and is always available to us.”
“I have a good relationship with my adviser he is always available if required and I am very happy with the service provided.”