Ross is a fully qualified Independent Financial Adviser and holds the Diploma in Regulated Financial Planning with the Chartered Insurance Institute (CII). Ross started in Financial Services working within a team of Paraplanners offering technical and specialist support to his colleagues and gained a wealth of knowledge and experience before progressing to direct client work . Ross focusses on providing quality financial advice and can assist clients in many areas such as investments, retirement and pensions, tax planning and financial protection. During his spare time, you will find Ross making his way around the local golf course in a constant effort to get his handicap down.
At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.
My husband had accrued several mothballed pensions that had been passed to a firm when his previous places of work had closed down. They led us to believe we could not access a tax free amount and then reinvest the rest with a firm of our choosing. After discussion, my husband and i decided to seek independent financial advice. I searched for a reputable local registered independent advisor in our area on unbiased.com and through Pension Wise. Various companies came up and we decided to opt for Flying Colours.
Our first consultation was free and we had a long chat with the brilliant Ross, who answered all of our questions, and informed us of our options - and guess what- he could unlock the pension and get it reinvested, after sorting a tax free payment. Good financial advice is worth its weight in gold, and that is just what we got. Ross kept in touch with calls and face to face visits, explained everything clearly at each step and certainly knows what he is doing. Well worth every penny. Can’t fault Ross and Flying Colours, and would be more than happy to recommend . Ross did all the hard work and made the process simple and quick. Great outcome born from great advice.
I want to thank you for the service and help you have given me regarding my pensions and planning for the future. You listened to my personal views on future plans and assessed my attitude to risk very astutely. I felt that you measured my understanding of financial terminology with respect and pitched your explanations accordingly, checking my understanding along the way. I felt that no question was too stupid to ask and you were patient and friendly. You gained my trust and I would not hesitate to recommend you and flying colours as a result, to anyone who needs impartial and professional advice.
I needed some financial advice as my in house AVC scheme was coming to an end. I contacted Ross after finding him on a website my AVC provider recommended to look for IFAs. We ended up talking about all of my various pension pots and investments and his advice was superb: clear, balanced and very much tailored to my preferences and attitudes. He comes to a location of your preference for the face to face discussions and keeps in regular touch by email in between times. He also did all of the leg work in terms of transfers to the new platform he recommended. 100% recommended!