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Ally Ross

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Kilmarnock, Glasgow, East Ayrshire, South Ayrshire

Ally Ross

Independent Financial Adviser

I joined the financial services industry in 2008 at the age of 21 as an adviser with CIS Insurance. I have since progressed my career and gained valuable experience and knowledge, becoming an Independent Financial Adviser in 2011.

I specialise in retirement planning and retirement solutions as well as investment advice and family protection. I provide advice and assistance to a wide range of clients, from working families to retirees. I feel that financial advice should be an ongoing benefit for clients as their life and situation changes over time. Trust and competence are the backbone of an adviser/client relationship, which I feel I deliver in a friendly and approachable way.

When I am not helping clients on their journey, I enjoy spending time with my family, and when my daughter allows, golfing and supporting my local football team.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

Scotland

Covers

Kilmarnock, Glasgow, East Ayrshire, South Ayrshire

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