0292 227 9218
Based in Cardiff
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FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Ross has received 6 client reviews in the past 12 months; 86% of these have been verified
Verified reviews: 86%
Ross has received 6 client reviews in the past 12 months; 86% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Ross has not yet added their qualifications to their profile
Qualifications not yet added
Ross has not yet added their qualifications to their profile
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 08 April 2025
Ross and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Ross has received 6 client reviews in the past 12 months; 86% of these have been verified
Verified reviews: 86%
Ross has received 6 client reviews in the past 12 months; 86% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 12 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Ross has not yet added their qualifications to their profile
Qualifications not yet added
Ross has not yet added their qualifications to their profile
Transparent Fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross has provided information on their typical fees
Ross has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Ross is a Chartered Financial Planner and an Occupational Pension Specialist. He has worked in Financial Services since 2007 and joined Attivo in 2019. Ross is a Fellow of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII). All Financial Planners require a Diploma in Financial Planning to provide advice. Ross holds both the Diploma and the Advanced Diploma in Financial Planning. To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Ross holds the following Advanced Financial Planning Papers: - Investment planning - Financial planning process - Pension transfers - Retirement income planning - Personal tax and trust planning
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ross's clients
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