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’