Tony Ross

Founder & Chartered Financial Planner @Velocity Financial Planning

Royal Leamington Spa, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Dec 2020 — Present

Founder & Chartered Financial Planner @Velocity Financial Planning

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Warwick, GB

Our approach to financial planning differs from that of many other traditional advice firms.Traditionally, financial advisers simply wanted to know about your money. They may have approached a problem one financial arrangement at a time, focusing on products and single transactions.The work we do is far more comprehensive. The financial advice element is still there. But in addition to receiving advice from a Chartered Financial Planner, our approach incorporates life goal planning, behavioural finance and ongoing, tailored support.That’s because we believe that it doesn’t really matter how much wealth you have. What matters is how much you need to achieve those things that are important to you.

EDUCATION

2004 — 2007

University of Exeter

Bachelor of Arts (B.A.), Economics

2000 — 2002

Hinchingbrooke School Sixth Form

Physics, Chemistry, Maths, Biology (AS)

SKILLS

Wealth ManagementStrategic Financial PlanningInheritance Tax PlanningInvestmentsPortfolio ManagementRetirement PlanningStrategic Planning

ABOUT TONY ROSS

As the founder of Velocity Financial Planning, my purpose is to help people identify…

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Tony Ross — Founder & Chartered Financial Planner at Velocity Financial Planning in Royal Leamington Spa, GB | Unifers