Expertise

  • Pension Transfers
  • Wealth Management
  • Inheritance Tax Planning
  • Pension Planning
  • Corporate Investment
  • Tax Planning
  • Protection
  • Investment
  • Self employed
  • Business Owners
  • company pension contributions
  • transfer from self-investment
  • face to face advice

Summary

I am passionate about growing financial literacy in the UK, individuals and their families securing their financial future, and closing the gender investment gap.

In my spare time, I love walking my dog, spending time with my family, listening to music, playing board games, and binge-watching Netflix series!

 

My financial planning process is all about your 'why'. You seek financial planning advice for a reason, and understanding your reasons helps me to make better recommendations, and allows you to get more out of the process too.

No obligation initial meeting.

Website: www.adamsonross.co.uk

Adamson Ross Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Adamson Ross Wealth Management is a trading name of Adamson Ross Ltd. The 'St James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.


Experience

  • Adamson Ross Wealth Management

    Financial Planner
    - Current

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