Independent Financial Advisers in Ware


Financial Planning Specialisms: Cash Flow Modelling, Investment Planning, Estate Planning, Protection, Pension Advice & Retirement Planning, Tax


Our Independent Financial Adviser – Ware

Allan Ross joined Lonsdale Wealth Management in 2010 to provide independent financial advice in Ware. Allan set up the Ware office where he works with administrators Natalie Rispin and Jo Ross.

Ware Financial Advisers TeamAllan has successfully established a loyal client base, which continues to grow. Allan’s areas of expertise is advising clients on how to properly mitigate inheritance tax, and how to fund long term care. He works alongside solicitors, the client or their legal representatives to ensure Wills and Lasting Power of Attorneys are in place. Allan has qualifications in Long Term Care and Equity Release. In August 2015 Allan passed the Chartered Institute of Insurance (R08) Pensions Update examination, ensuring Allan is qualified to give retirement advice on new pension legislation. Allan is now on a 2 year program studying to become a Chartered Financial Planner, beginning with the AF3 Pensions exam in April 2017.

In 2016 our Ware financial planning team were awarded a certificate of recognition from the youth connexions Hertfordshire Health & Safety as an approved provider of work experience placements, after Josh Fitt completed a one week work experience placement.

Allan Ross independent financial adviser (IFA) Ware said: ‘I enjoy building meaningful relationships with my clients, whilst helping them achieve their financial planning goals. To see a client buy a house, retire early, or save tax because of my financial advice is very satisfying.'

Ware Office

Chequers House
Watton Road
Ware
Hertfordshire
SG12 0AA

Tel: +44 (0) 1920 860 160
Fax: +44 (0) 1920 461 560
Email: ku.oc.secivreseladsnol@ssora

Financial Advisers: Allan Ross

I have no hesitation recommending my clients to Mr Allan Ross. He is very professional and works tirelessly to provide appropriate financial advice on inheritance tax tailored to the needs of the individual client. Mr Ross has the ability to work closely with the client making them feel involved and their personal circumstances understood whilst using his professional knowledge and experience to provide sound financial advice.”

Jayne Kesbey, Solicitor, Attwaters Jameson Hill Solicitors

The Financial Conduct Authority does not regulate Cash-Flow Modelling, Tax Advice, or Estate Planning. The value of investments can fall as well as rise. You may not get back what you invest.

News from our Financial Advisers


11-07-2017

Allan Ross, IFA, Ware - Mitigating Inheritance Tax

This case study considers how to mitigate inheritance tax, it is part of our 'Value of an independent financial adviser' series

26-05-2017

Allan Ross, independent financial adviser Ware qualifies as a Dementia Friend

Allan Ross, Lonsdale Services independent financial adviser in Ware, Hertfordshire recently became a Dementia Friend

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Book a consultation with a Financial Adviser at our Ware office.

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Wealth Management

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