Tuesday 2 April, 2024
The most rewarding part about providing financial advice is building meaningful relationships with my customers, whilst helping them achieve their financial planning goals at the same time. To see a customer buy a house, retire early, or save tens of thousands of pounds in tax because of my financial advice is very satisfying.
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Allan Ross
Independent Financial Adviser (IFA), Ware, Hertfordshire
Local
Customers
Allan set up our Ware office in 2010. He has a loyal customer base in Ware, Hertford, Bishop’s Stortford, Stevenage, Welwyn Garden City and Hoddesdon. Allan works with local professional intermediaries, so customers receive joined up legal, financial and tax advice.
Financial
Advice
Allan’s areas of expertise include advising customers on how to properly mitigate inheritance tax, and how to fund long term care. This is done, amongst other things, by working alongside local solicitors in Ware, Hertford, and Loughton, so the customer or their legal representatives ensure Wills and Lasting Power of Attorneys are in place.
SOLLA
Accredited
Allan achieved Later Life Adviser Accreditation (LLAA) and is a member of the Society of Later Life Planners (SOLLA). SOLLA gives independent recognition of his skills and experience working with and understanding the needs of older people and their families. Allan also satisfied the SOLLA Retirement Advice Standard criteria so is qualified to advise on retirement needs.
Career
History
After obtaining a BSC Hons in Psychology, Allan began his financial career at Edward Jones in 2001, where he worked for nearly nine years as a stockbroker. He advised customers on various investments, including individual stocks and shares, gilts, and corporate bonds. He also provided investment planning, estate planning and pension and retirement advice.
Lonsdale
Awards
In 2017 Lonsdale Services won the Retirement Planner Award (RPA) Outstanding Customer Care award. In 2018, Lonsdale won the RPA for Best Individual Pension Advice firm in the South East and Anglia, and Allan Ross was ‘Highly Commended’ in the RPA Estate Planner Adviser category. In 2021 Lonsdale Services won the Best Adviser firm for Vulnerable Client Care at the 2021 National Professional Adviser Awards.
A Little
About Allan
In 2018 Allan joined other colleagues on the Trek26 Yorkshire Three Peaks Challenge, fundraising for the Alzheimer’s Society. In 2021 Allan was part of a Lonsdale team that walked the 100km Cotswold Way Challenge. To date Lonsdale has raised over £10,000 for the Alzheimer’s Society. Allan lives in Ware and has three children – Annabel, Will and Emma.
Allan and his team are always friendly and efficient. Very happy with the service.”
I have been lucky to have the financial advice of Allan Ross for fourteen years. His well-balanced advice has been specific for my circumstances and has proved to be very successful. Together with Allan over many years I have achieved a very favourable position on IHT; he has shown significant expertise and experience in this area. We have worked very well together.”
Thank you very much for all you've done over the past few months. You kept on top of the various parties so ensuring everything was sorted as quickly as possible and with minimal fuss - great work!”
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Monday 11 March, 2024 -
Monday 11 March, 2024 -
Wednesday 21 February, 2024 -
Monday 12 February, 2024Understanding Investments: Cash, Investments and Long-Term Planning
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Friday 2 February, 2024Make use of tax allowances and contribute to your pension before April 6th
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Tuesday 16 January, 2024 -
Thursday 11 January, 2024 -
Tuesday 2 January, 2024Investment ISA's could form part of your New Year financial planning
Need financial or pension advice?
Call our Lonsdale Independent Financial Advisers (IFAs) in Ware, Hertfordshire on 01920 860160, or complete the form below for a free initial financial planning consultation.
Find the Ware office
Office 42, High Oak Business Centre, 15-17 Gentlemens Field, Westmill Road, Ware, Hertfordshire, SG12 0EF