I've been connected to Ross for nearly 10 years now. We connected when I first moved to Poland but it was not until I returned to the UK some 5 years later that we engaged on Financial Planning. It was important for me to choose a Financial Advisor based on: 1. Someone I knew and could trust 2. Someone who understood both UK and EU financial environments 3. Someone who was partnered to a reputable parent company 4. Someone who demonstrated their knowledge through their published works 5. Someone who had a network of contacts for my country specific requirements 6. Someone who listens, responds and is personable Taxation, pensions, inheritance, capital gains and investing are areas that need qualified and expert advice. I would certainly be lost without him. If you are an expat looking for sound financial advice, then you would do well to reach out to Ross.

From our first meeting in November 2013, Ross struck me as a great listener and observer, as well as a professional financial adviser who asks the right questions in order to mutually define financial targets and investment plans. He is both very knowledgeable on the technical side of financial investments and has great inter-personal skills. Each meeting consists in a pleasant and relevant interaction that is well followed up on and brings value to my family's financial situation.

I was introduced to Ross through a colleague within P&G, 10 years ago, when I was working in Warsaw, Poland. At the time I didn’t feel I was in a position to take advantage of Ross’s advice as I had a young family and living abroad wanted, to keep money more available. However, Ross stayed in touch and after I moved to Romania and I found myself in a better position to be able to invest for the future of the family, Ross was able to provide very simple an logical perspective and advice that I was very happy to adopt. I have consistently gone back to Ross to seek advice as my situation has again changed in recent years with aging parents needing support back home, and I have also talked about and recommended Ross to several expat colleagues inside and outside of P&G. Ross is a great sounding board and very comfortable providing advice to those already with some knowledge of investing and those who are just starting out.

In just one year Ross has helped me enormously, firstly and most importantly to better understand my financial position, rather than putting it off, to look at where I want to get to and start making some simple changes in order to achieve this. His easy going nature and approach make it very easy to talk to him and the clarity and expert nature of his advice has been much appreciated. I genuinely feel relieved to understand my situation and empowered to start making smart choices. I would not hesitate in recommending Ross.

I first met Ross a couple of years ago when financially I was in a bit of a mess. Initially and then throughout the process Ross has helped me pick a way through multi-jurisdictional, financial, legal, tax and inheritance issues. He has done this in a totally independent manner and when he came across areas he did not know he found out and got other experts involved. I continue to work and invest via Ross and would recommend him to anyone for a truly independent and impartial view on what your options are.

I connected with Ross via LinkedIn earlier this year, before my repatriation from Asia to the UK. He has an excellent understanding of financial planning for repatriation and retirement and has provided invaluable professional advice regarding offshore investments, pensions, taxation and inheritance. He is very easy to talk to, not pushy at all, provides solid advice, and proposes tailored products only after fully understanding short and long-term plans and investment needs. I have no hesitation recommending him to anyone looking for a sound Financial Advisor.