Michael Ross Email & Phone Number

London And Hertfordshire

As your ADHD Empowerment and Financial Coach, my mission is for our work together to transform your personal, business, and financial life by using new, bespoke strategies to discover your hidden strengths. With 13 years’ experience as a Financial Adviser, Specialist ADHD Coach, and Neuroscience Training, combined with my lived experience with adult-diagnosed ADHD, I bring a wealth of knowledge and expertise to help you move from surviving to thriving. I truly believe that given the right… Show more As your ADHD Empowerment and Financial Coach, my mission is for our work together to transform your personal, business, and financial life by using new, bespoke strategies to discover your hidden strengths. With 13 years’ experience as a Financial Adviser, Specialist ADHD Coach, and Neuroscience Training, combined with my lived experience with adult-diagnosed ADHD, I bring a wealth of knowledge and expertise to help you move from surviving to thriving. I truly believe that given the right support and environment, ADHD can be a tremendous asset, empowering you to change your world. Show less

London Area, United Kingdom

High Wycombe & North West London.

Independent Financial Advisers who work together to give our clients the benefit of our combined experience and expertise to make sure that when other professionals recommend us it reflects extremely positively on them.Areas of expertise:• Autoenrolement• Inheritance tax• Care fees• Mortgages• Equity Release• Life assurance and protection• Investments• Pensions

London, United Kingdom

Financial Planner, Life Planner and IFA (Independent Financial Adviser)Serenity Financial Planning Ltd

City Of London And Hertfordshire

We are a firm of independent financial planners.What do we do?We help people in Central London, North London and Hertfordshire age 50 plus plan to retire.What common problems do we help solve?“My husband needed to retire from work due to ill health. We were terrified that we would not be able to generate enough income from our investments to live, not least because my husband’s medical condition is ongoing. “ Mr & Mrs H“We had accumulated a mishmash of… Show more We are a firm of independent financial planners.What do we do?We help people in Central London, North London and Hertfordshire age 50 plus plan to retire.What common problems do we help solve?“My husband needed to retire from work due to ill health. We were terrified that we would not be able to generate enough income from our investments to live, not least because my husband’s medical condition is ongoing. “ Mr & Mrs H“We had accumulated a mishmash of policies and investments with no logic to it, which seemed to suck considerable sums out of our income” Drs A & B Jordan“We had two children in private education with many years still to go and no clear picture of when we could get off the treadmill nor what we might do when we eventually did so.” Drs A & B Jordan“We felt trapped in our business which was grinding us down. It was a real wakeup call that life is too short when a close friend died and we weren't able to go to the funeral because of work. “ Mr and Mrs JHow do we solve these problems?1. Help identify the outcomes people want to achieve in their lifetime to have the quality of life and fulfilment they deserve. 2. Find out how much income and capital they will need.3. Paint a picture using tables and charts of their current financial position in relation to where they need to be to achieve their desired outcomes.4. Check all the investment, pension, and insurance products they have accumulated to make sure they are fit for purpose, and look to simplify things.5. Make a roadmap to achieve the outcomes people need as quickly as possible, utilising tax allowances, cutting out waste, simplifying affairs, and managing risk.6. Implement the strategy7. Agree a care and maintenance programme to make sure that the outcomes are achieved and people get what they need at each stage in the journey. Show less

City Of London

Burlington Associates Limited is a firm of Financial Planners / Independent Financial Advisers (IFA’s) located in the heart of the Square Mile in Cheapside, London.

Independent Financial Planner advising Dentists, GPs, Surgeons and small businesses on tax mitigation.

Education record

Activities and Societies: ADHD Coach Training

Level 3 Award In Delivering Education And Training (Formerly Ptlls), Delivering Training In The Lifelong Learning Sector.

The Level 3 Award in Education and Training is designed to give people the knowledge and confidence to teach in the post 16 education.

Registered Life Planner, A Life Coaching Qualification For Financial Advisers, Fully Qualified

Activities and Societies: Residential training Client case studies Mentoring Helps people to focus on how to bring more meaning to their.

Chartered Financial Planner, Chartered Financial Planner

Holding a Chartered title distinguishes an individual from the mass of practitioners, signaling the attainment of qualifications.

Level Ii, Level Ii Cima

2:1, Financial Services