Ross Young

Areas of expertise

Ross specialises in:

Pensions

Retirement Planning

Inheritance Tax Planning

Experience:

Ross has worked in Financial Services since 1985 and is a Fellow of the Personal Finance Society.
His main focus is retirement and estate planning.
He practices a strategic, holistic approach to financial planning to ensure that clients and their families focus on their goals, manage their wealth effectively and achieve their lifetime objectives.
Ross joined Tilney, in 2004 following a successful career with Scottish Widows and Aegon. He has over 30 years’ experience in financial services.

Notable client work and achievements

Helping to give clients the comfort that they can retire and live the life they want.
Ensuring that as much of his client's estates are passed onto the next generation.
Works closely with the Investment Management team to help clients achieve their life goals

Professional qualifications and memberships

Ross has a degree in Financial Services from Napier University, and also holds the Advanced Diploma in Financial Planning issued by the PFS, Investment Management Certificate (IMC) issued by the Institute of Chartered Financial Analysts Society of the UK (CFA), Certificate in Private Client Investment Advice and Management (PCIAM) issued by Chartered Institute for Securities and Investment (CISI) and Certificate for Financial Services (Trusts and Estate Planning) issued by Society of Trust and Estate Practitioners (STEP). Ross is a Member of the Chartered Institute of Securities and Investments. (MCSI).