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Ross Anders Financial planning

Ross Anders

Financial planning

Areas of expertise


  • C-Suite Executives
  • Business Owners
  • Individuals within the Technology sector

Comprehensive holistic financial advice:

  • Creating financial plans focusing on investment, tax, estate and legal perspective.
  • Building investment strategy for capital growth and preservation.
  • Executive planning: Tax planning around equity incentives
  • Estate planning and philanthropic planning
  • Protection: Shareholder protection, Relevant life insurance, Key person protection and Loan protection
  • Cashflow modelling to forecast future finances
  • Pension schemes: Personal, company or SSAS
  • Advising on corporate and personal investments: Diversifying risk
  • Exiting or selling a business


2020: Partner, Financial Planning
2015 - 2020: Equity Partner, Whitefoord Wealth Management
2014 - 2015: Relationship Manager, Citigroup
2010 - 2014: Investment Manager, Dart Capital

Professional qualifications and memberships

Chartered Wealth Manager - CISI Fellow.

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