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Tim Ross

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Greater London, Surrey

Tim Ross

Independent Financial Adviser

I am a Certified financial planner who is advising in particular small business owners, professionals and private wealth clients on a range of matters involving pensions, investments and IHT solutions.

I strongly believe in providing exceptional client service and comprehensive holistic financial advice to all my clients. I specialise in pension planning, investment planning, estate planning and protecting income, family, and lifestyle.

My approach will be to understand and listen to my client’s objectives, priorities and needs so I can provide a financial plan tailored to their circumstances. I look to build long term relationships with my clients and to also achieve financial security for them, taking into account short, medium and long term goals.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

London

Covers

City of London, Greater London, Surrey

Send an email to Tim Ross

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