Ross Glanfield
Partner
Clients Say About Ross Glanfield
“Thanks to Ross I now have full control of my pension and tax affairs. Ross has guided me into a simplified set of arrangements which offers me flexibility and tax efficiency. Best of all it was all done with a smile...”
A Fellow of the Personal Finance Society with over 25 years experience in the financial advice arena.
Professional
I provide my clients with pro-active, holistic financial planning advice and I have particular expertise in the pensions and investment market. One of my specialities is dealing with individuals working in the financial services sector and many of my clients work in the fund management business. I like to use my technical knowledge and experience to help my clients gain a broader understanding of their overall financial position. I also believe in simplicity and I steer clear of complex financial products.
Qualifications:
- Chartered Financial Planner
- Fellow of the PFS
- PFS Pension Transfer Gold Standard
Personal
- Spare time
- I like to develop my creative side by writing, blogging and playing the piano. I also enjoy the occasional round of golf.
Clients Say About Ross Glanfield
“Thanks to Ross I now have full control of my pension and tax affairs. Ross has guided me into a simplified set of arrangements which offers me flexibility and tax efficiency. Best of all it was all done with a smile...”