ALLAN ROSS
After a degree in psychology (and a few jobs later!) it took Allan the rest of his 20s to discover a
career in helping others with their financial needs.
For the last 9 years he worked as a successful stockbroker and financial adviser for Edward Jones, one of the largest investment firms in the world. Clients enjoyed a local, personal one-to-one relationship with a wider choice of investments under the same roof.
He specialises in all areas of investment strategies whether for pensions, ISAs, inheritance tax avoidance or long term care needs.
On a personal note he is happily married to Jo (whom he met whilst studying for his degree), has 3 children and loves nothing better than cycling to and from work each day.
Contact Details:
Lonsdale Wealth Management - Ware Office
Chequers House
Watton Road
Ware
Hertfordshire
SG12 0AA
Tel: 01920 860160
Fax: 01920 461560