Michael Ross's Location
London, England, United Kingdom
Michael Ross's Work
- Chartered Financial Planner @ Chiltern Consultancy Ltd
- Chartered Financial Planner @ Serenity Financial Planning Ltd
- Chartered Financial Planner @ Ross Wealth Management Limited
- Independent Financial Planner @ Burlington Associates Limited
- Premier Relationship Manager @ HSBC
- Consultant @ Ever Adventure
Michael Ross's Education
- Chartered Insurance Institute
Chartered Financial Planner (Chartered Financial Planner)
2005 - 2014 - Hertfordshire Regional College
Level 3 award in delivering education and Training (Formerly PTLLS) (Delivering training in the lifelong learning sector.)
2017 - 2017 - Kinder Institute of Life Planning
Registered Life Planner (A Life coaching qualification for Financial Advisers)
2015 - 2016
- Chartered Institite of Management Accountants
Level II (Level II CIMA)
2002 - 2004 - Birmingham City University
2:1 (Financial Services)
1996 - 2000
Michael Ross's Skills
- Financial Advisory
- Wealth Management
- Pensions
- Inheritance Tax Planning
- Public Speaking
- Strategic Financial Planning
- Financial Services
- Employee Benefits
- Financial Planning
- Retirement Planning
Michael Ross's Summary
Michael Ross, based in London, England, United Kingdom, is currently a Chartered Financial Planner at Chiltern Consultancy Ltd, bringing experience from previous roles at Serenity Financial Planning Ltd, Ross Wealth Management Limited, Burlington Associates Limited and HSBC. Michael Ross holds a 2005 - 2014 Chartered Financial Planner in Chartered Financial Planner @ Chartered Insurance Institute. With a robust skill set that includes Financial Advisory, Wealth Management, Pensions, Inheritance Tax Planning, Public Speaking and more, Michael Ross contributes valuable insights to the industry. Michael Ross has 2 emails on RocketReach.
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