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.
‘Ross is very approachable and we were never left feeling a simple question wasn’t worth asking’
‘I am very satisfied with the service and advice that Ross provides. He recently pinpointed an under-performing investment in my overall portfolio, and I am very happy with his advice to reinvest to give me better returns and lower risk.’
‘Ross has been understanding of our requirements. He has been open and transparent with regards to the fees incurred and has come across totally professional. He has a pleasant manner and is very knowledgeable about the services he offers.’