Ross Belford
Financial Advisor @Wealth At Work
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WORK HISTORY
Financial Advisor @Wealth At Work
Edinburgh, GB
EDUCATION
Beeslack High School - Penicuik, Midlothian
High School
SKILLS
ABOUT ROSS BELFORD
I bring over 24 years of experience and enthusiasm to my clients and work hard to ensure that their financial needs are met.I value the long term nature of my client relationships, helping to ensure that my customers financial goals can be met through the ever changing economic climate.My aim is to deliver sound financial advice that is honest and fair, the client is at the heart of everything I do. I listen, question and challenge my clients to ensure that we both understand what truly matters to them.I am passionate about helping clients in the following areas:• Preserving your wealth• Protecting your family and loved ones• Investment management - Making the most of your investments and savings• Retirement planning advice - when can you afford to stop working?• Advice at retirement - The mechanics of retirement, what are your options?• Inheritance tax (IHT) planning – Planning for your family’s future
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