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.
I can be contacted on 07974 223102 or by email
‘Ross takes time to make sure he has understood our financial goals – He is clear in his communication – we feel confident that Ross will work with us overtime toward our financial goals, maintaining a friendly yet professional relationship.’
‘Ross has been extremely helpful and taken a lot of care and consideration to our needs and very thorough through the whole process.’
‘Ross was very friendly and professional during our meetings, he understood my circumstances and we arrived at a solution to them. I would thoroughly recommend this service.’