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Ross B. Email & Phone Number
Financial Planner
at
TrinityBridge
LinkedIn matched
✓ Verified August 2026
2 data sources
Profile completeness 71%
Current company
Role
Financial Planner
Location
London Area, United Kingdom
Company size
Who is Ross B.? Overview
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Quick answer
Ross B. is listed as Financial Planner at TrinityBridge, a with 526 employees, based in London Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Ross B..
Ross B. previously worked as Financial Planner at Close Brothers Asset Management and Financial Planner at Close Brothers Asset Management.
Company email context
Email format at TrinityBridge
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TrinityBridge
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Profile bio
About Ross B.
Ross B. is a Financial Planner at TrinityBridge.
Current workplace
Ross B.'s current company
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Trinitybridge
6 roles
Ross B. work experience
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Financial Planner
Financial Planner
I am an experienced holistic Financial Planner at Close Brothers Asset Management, covering London and the South East. I have over 20 years of experience and provide clients with specialist advice on how to manage their money. My role involves researching the marketplace and recommending the most appropriate products and services available. Ensuring my clients are aware of and understand the products that best meet their needs.
Wealth Manager
Drummonds Private Clients Bank
Providing investment solutions to high net worth individuals
Sep 2013 - Jul 2016
Senior Financial Planning Manager
Natwest Private Banking
Providing financial advice to Natwest's Private clients banking at Knightsbridge
Sep 2003 - Sep 2013
Jan 2000 - Sep 2003
FAQ
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What company does Ross B. work for?
Ross B. works for TrinityBridge.
What is Ross B.'s role at TrinityBridge?
Ross B. is listed as Financial Planner at TrinityBridge.
Where is Ross B. based?
Ross B. is based in London Area, United Kingdom while working with TrinityBridge.
What companies has Ross B. worked for?
Ross B. has worked for Trinitybridge, Close Brothers Asset Management, Drummonds Private Clients Bank, Natwest Private Banking, and Natwest.
How can I contact Ross B.?
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