Introducing the Ware financial planning team

Wednesday 21 December, 2016

Introducing the Lonsdale Services Ware financial planning team

We recently added the Ware financial planning team page to our website.  Allan Ross our independent financial adviser in Ware works alongside administrator Natalie Rispin and Jo Ross from their office at Chequers House, Watton Road, Ware, Hertfordshire.

Allan Ross started his career at Edward Jones in 2001 working as a stockbroker where he advised clients on investments.  In 2010 Allan set up the Lonsdale Ware office and has established a growing local client base.  Allan has passed the Diploma in Regulated Financial Planning so he is qualified to offer independent financial advice.  In 2015 he passed the Chartered Institute of Insurance (RO8) Pensions Update examination.  Allan is now undertaking a two year study programme to become a Chartered Financial Planner, and in 2017 he will sit the AF3 Pensions exam.

Allan Ross, independent financial adviser Ware said:

‘I really enjoy working in the Lonsdale Services Ware office.  Many of our clients have been with us for several years so it is really satisfying to be able to meet them regularly and continue to offer them independent financial advice. We work with many clients that want advice on their estate planning and we will advise our clients how they can potentially reduce their inheritance tax and fund any long-term care costs.  In this situation we will also work with a client’s solicitor to ensure wills and lasting power of attorney are set up.

Ware financial planning team details

Chequers House
Watton Road
Ware
Hertfordshire
SG12 0AA

Tel: +44 (0) 1920 860 160

 

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