BA (Hons) FPFS
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.
Technical Excellence
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:
Financial planning: Ross develops holistic financial strategies that align clients’ goals, resources, and lifestyle priorities across all stages of life.
Investment planning and Business financial planning: He constructs and reviews investment strategies and portfolios aligned with risk tolerance, time horizon, and defined objectives.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Private client investments advice & management: He provides ongoing investment advice and portfolio management, ensuring strategies remain aligned with client objectives and market conditions.
