about us our wealth planners 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."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.