Ross Anders

Areas of expertise

Advising:

• 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

Experience

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.