0330 038 8939
Based in Berkhamsted
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ross is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ross's status
Last checked: 20 March 2025
Ross is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ross's status
23
Recent Client Reviews
Ross has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ross has not yet added their fees to their profile
Fees not yet added
Ross has not yet added their fees to their profile
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Ross
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 28 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ross is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ross's status
Last checked: 20 March 2025
Ross is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ross's status
23
Recent Client Reviews
Ross has received 23 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ross has received 23 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Ross has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ross has not yet added their fees to their profile
Fees not yet added
Ross has not yet added their fees to their profile
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Ross
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 28 first impressions)
Ross is a Partner of Forvis Mazars and a Chartered Financial Planner. Ross started his career with the firm in September 2010 when he joined the graduate scheme straight from the University of Exeter. Ross now focuses on delivering comprehensive and holistic financial planning advice to his clients. He has a firm belief that all individuals should have a financial plan, focusing not only on what they have, but more importantly what they want to achieve. He is very focused on making sure clients understand how their assets will benefit them. Ross has also spent a significant part of his career dealing with SSAS pension funds and looking at the best way for individuals to maximise their value from these plans. The unique structure of each SSAS presents its own challenges and opportunities and the key is to liaise with all members in order to obtain the most suitable outcome for all. His achievements have been recognised by Citywire Magazine, being named one of the ‘Top 35 Next Generation Advisers’ 2016 and 2017. He has also obtained various specific qualification as on his journey to becoming a Chartered Financial Planner. These include the ‘Certificate in Discretionary Investment Management’ and ‘Award in Long Term Care Insurance’ and ‘Certificate in Pension Transfer Advice’ through the Chartered Insurance Institute.
Offers available through VouchedFor
Contact Ross through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ross's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Forvis Mazars Financial Planning Limited Forvis Mazars Financial Planning Limited is registered in England and Wales with registered number 3172233 and with its registered office at 30 Old Bailey, London EC4M 7AU. Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forvis Mazars Financial Planning Limited is a wholly owned subsidiary of Forvis Mazars LLP, the UK firm of Forvis Mazars Group, a leading global professional services network.