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Ross Davies Image

Ross Davies

Independent Financial Adviser

Back to the team

Ross has worked in Financial Services since 2004, following his completion of an Accountancy & Finance degree at Lancaster and a Masters in International Banking & Finance at Liverpool John Moores University. Initially working for the Financial Services Authority in London, Ross relocated back to the Northwest in 2007 to begin his financial planning career, working with high net worth individuals.

Ross is a Chartered Financial Planner and also a Fellow of the Personal Finance Society. In addition to this Ross holds the Investment Management Certificate and STEP Certificate for Financial Services (Trusts and Estate Planning), which places him amongst a small percentage of advisers operating in the UK.

Ross is passionate about delivering quality independent financial advice to help clients achieve their aspirations, goals and objectives. He believes that having an honest and trusting relationship with the clients is an integral part of ensuring the right outcome for them and their families.

Ross is married to Helen, and has a young daughter Charlotte. When not walking in the countryside or going to the park with his family, Ross enjoys running and watching football.