About Ross
Ross has worked in financial services since 2004.
Ross’s first exposure to the industry was on the Financial Conduct Authority (FCA)’s graduate scheme. He relocated back to the north-west in 2007 to begin his career in financial planning, initially as a paraplanner before progressing to become a Chartered financial planner.
At Astute, Ross works with high net worth individuals, helping them with investment, retirement, and estate planning matters.
The proudest moment of Ross’s career to date was helping a client with a disabled son to restructure his pension affairs to help him move to a new property. This ensured the family had a better quality of life, and hopefully many happy memories in their new home.
What Ross loves most about his job is helping people live a fuller and richer life through financial freedom. Ross also enjoys the broad scope of skills and knowledge required to genuinely add value to clients and their families in a variety of ways. He also likes dealing with complex situations to arrive at the optimal solution for a client.
Outside the office, Ross is married to Helen and has two daughters, Charlotte and Annabel.
Ross has a full life outside of work, with the goal of maximising experiences and memories, with his family at the heart of this.
Beyond that, Ross enjoys socialising with friends, playing squash, and running. Ross also loves watching his hometown football team, Liverpool (usually from the comfort of his armchair).
Ross is supported by
Joe Kelly
Client Manager
Chartered Financial Planner
FPFS Fellow of the Personal Finance Society
Qualifications