David Ross

Chartered Financial Planner


Advanced Diploma in Financial Planning (CII)

Long Term Care (CF8)

Pension planning (AF3)


David has worked as a Wealth Planner for 30 years, 7 of which have been at Succession. He holds Chartered Status and specialisms in Pensions, Inheritance / Estate Planning, Wealth Management & Long Term Care. David is supported by a client delivery team, and works mainly from the Amersham office.

"Outside of normal family life, I enjoy theatre, watching rugby & travelling to different parts of the world. The odd fine dining experience goes down well too."

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