I am a Chartered Financial Planner and Independent Financial Adviser (IFA) working as part of LB Financial Solutions – an established firm of financial advisers and accountants with offices around the South East. I have over thirteen years' experience, am highly qualified and able to provide expert, independent, regulated advice on a number of areas including:

Insurance - Do you want to ensure your family are adequately provided for in the event of a serious illness, accident or death?

Investments - Do you have cash that you'd like to consider investing to generate growth or provide an income? Or you might have existing savings and investments but be wondering if they are the best suited available to you, or structured in the most tax efficient way.

Pensions - You might have one or more pensions but not be sure if they are invested in the most appropriate, cost effective way? Or you could be planning to retire in the next few years and want to know your options.

Tax Planning - Would you like to minimise any inheritance tax your family might have to pay in the future?

We help you get financial organised and in addition to the areas above, can design a comprehensive financial plan to give you peace of mind and confidence to make the most of life.

Please get in touch to arrange an initial consultation which is without charge, and an opportunity for us to discuss how we might be able to work together.

Highlights, Specialties & Features

  • Evening and Saturday appointments available
  • Independent Financial Adviser (IFA)
  • Chartered Financial Planner
  • No Obligation Initial Consultations available without charge

Professional Associations & Certifications

  • Chartered Financial Planner
  • Fellowship Level Member of The Personal Finance Society

Serviced Areas

  • Chelmsford, Rayleigh, Hockley, Rochford, Southend, Wickford, Basildon, Leigh on Sea, Benfleet, Westcliff, Brentwood, Billericay

Contact Details

  Website
  City Chelmsford
  Postcode CM1 1GU
  Address Swift House, 18 Hoffmanns Way
  Phone Number 07507972721
  Tollfree 448000475805

Promotions & Discounts

I am happy to offer an initial consultation meeting without charge so that we can discuss how I may be able to help you. Meetings can be held either at my office in Chelmsford, or at your home/place of work.

  • I would recommend this business

Ross looked at what insurance I get from my job and suggested what could compliment it to make sure I had adequate cover. He also helped work out a plan for investing my cash to target better growth than I could get in a bank account.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

  • I would recommend this business

Ross was a fantastic help taking me through all the aspects of my personal finances. He really took the time to explain things properly in an open and honest way.

Value for money
Service & support
Quality
Location
Overall ratingExcellent

Customer Testimonials

Ross reviewed my existing arrangements and spent a lot of time getting to know me and what my life and financial objectives were. He then advised me on suitable investment opportunities.


Ross took the time to understand my families needs and concerns in additional protection and saving requirements following the birth of my son. He explained things very logically and simply. To me it’s about having someone you feel you can trust and that came across with Ross.

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