Ross Leckridge
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Ross Leckridge Email & Phone Number

Making sense of personal finances. Creating simple solutions to complex issues. Talking candidly. at Aberdein Considine
Location: Edinburgh, Scotland, United Kingdom 8 work roles 1 school
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Current company
Aberdein Considine
Role
Making sense of personal finances. Creating simple solutions to complex issues. Talking candidly.
Location
Edinburgh, Scotland, United Kingdom
Company size
290 employees

Who is Ross Leckridge? Overview

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Quick answer

Ross Leckridge is listed as Making sense of personal finances. Creating simple solutions to complex issues. Talking candidly. at Aberdein Considine, a company with 290 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Ross Leckridge.

Ross Leckridge previously worked as Chartered Financial Planner at Aberdein Considine and Head of Proposition at Johnston Carmichael Wealth. Ross Leckridge studied at Boroughmuir High School.

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Aberdein Considine

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Profile bio

About Ross Leckridge

It's about more than the numbers.Don't get me wrong. Investment performance is important. In fact, it's kind of essential to every long-term financial plan! But the most common feedback I get is not "I'm so glad you got us one percent above the benchmark". It's that clients value knowing that there's a pragmatic, logical, realistic plan for the future.A plan that takes account of what's important to them; the "must haves", the "like to haves" and the "maybe one days". A plan that feels realistic, smart and sensible. A plan that fits the current framework, but is flexible enough to cope with change.Taking the time to understand the people behind the numbers means delivering not only the right outcomes, but the right outcomes, at the right times, in a way that tells you; you've been understood.

Listed skills include Investment Management, Pension Schemes, Isas, Residential Mortgages, and 25 others.

Current workplace

Ross Leckridge's current company

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Aberdein Considine
Aberdein Considine
Making sense of personal finances. Creating simple solutions to complex issues. Talking candidly.
aberdeen, aberdeen city, united kingdom
Website
acandco.com
Employees
290
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8 roles

Ross Leckridge work experience

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Chartered Financial Planner

Current
Aberdein Considine

Edinburgh, Scotland, United Kingdom

Jan 2024 - Present

Head Of Proposition

Johnston Carmichael Wealth

Edinburgh, Scotland, United Kingdom

Responsible for strategy on taking the company product to the market place including marketing, events, online presence and partnerships.

Aug 2020 - Dec 2023

Chartered Financial Planner

Johnston Carmichael Wealth

Edinburgh, United Kingdom

Listening to people describe their financial objectives and then helping them form a long-term plan that fulfils them. Problem solving with complex financial products and explaining solutions in simple terms which are easy to understand. Helping people to understand investments, the risks and the benefits, and how they might harness them to drive their.

Nov 2018 - Dec 2023

Chartered Financial Planner

Carbon Financial Partners Ltd

Edinburgh, United Kingdom

Starting with the end in mind. Talking to clients about what they want out of life, and then forming a plan to help them achieve it.Early retirement?Helping the kids through Uni?Selling your business and creating reliable income streams?Whatever the goal, my job is to understand it, assess your current circumstances, apply the relevant taxation and.

Aug 2017 - Nov 2018

Chartered Financial Planner

Mearns & Company

Edinburgh Quay, Edinburgh, United Kingdom

Advising clients on all aspects of financial planning, including investments, pensions, protection, mortgages, Inheritance Tax and tax planning.

May 2014 - Aug 2017

Paraplanner

Mearns & Company

Edinburgh, United Kingdom

Preparing analysis on, and recommendations for, investment portfolios, pensions and pension transfers, and Inheritance Tax planning.

Feb 2013 - May 2014

Financial Adviser

Awd Chase De Vere

Central Scotland

Helping people to understand the vast array of financial products available in today's crowded marketplace, and recommending solutions to meet financial objectives. This includes providing for sufficient income in retirement, investment planning, mortgage sourcing and placement, financial protection needs, and, for businesses, group pension and group risk.

Jan 2012 - Feb 2013

Mortgage Consultant

First Mortgage Direct Ltd

Edinburgh, United Kingdom

Met with clients to discuss their need to either purchase a new property or review their mortgage on an existing property. With their objectives and circumstances clarified, I would recommend a suitable mortgage to meet their needs. In addition, I would also recommend a suitable financial protection package, to protect them in the event of death, long term.

Jan 2002 - Jan 2012
Team & coworkers

Colleagues at Aberdein Considine

Other employees you can reach at acandco.com. View company contacts for 290 employees →

JD Jack Davidson Jack Davidson Colleague at Aberdein Considine Bosnia And Herzegovina, Bosnia And Herzegovina View → KR Karolina Robertson Karolina Robertson Colleague at Aberdein Considine Greater Aberdeen Area, United Kingdom View → PM Peter Mutch Peter Mutch Colleague at Aberdein Considine Aberdeen, Scotland, United Kingdom, United Kingdom View → BL Bethany Laplanche Bethany Laplanche Colleague at Aberdein Considine Greater Aberdeen Area, United Kingdom View → MW Megan Wharry Megan Wharry Colleague at Aberdein Considine Aberdeen, Scotland, United Kingdom, United Kingdom View → TL Tom Leask Tom Leask Colleague at Aberdein Considine Greater Edinburgh Area, United Kingdom View → KW Karen Will Karen Will Colleague at Aberdein Considine Aberdeen, Scotland, United Kingdom, United Kingdom View → JW Jennifer Ward Jennifer Ward Colleague at Aberdein Considine United Kingdom, United Kingdom View → GB Georgina Beddows Georgina Beddows Colleague at Aberdein Considine Greater Aberdeen Area, United Kingdom View → JM James Mckay James Mckay Colleague at Aberdein Considine Perth, Scotland, United Kingdom, United Kingdom View →
1 education record

Ross Leckridge education

  • Boroughmuir High School
    Boroughmuir High School
FAQ

Frequently asked questions about Ross Leckridge

Quick answers generated from the profile data available on this page.

What company does Ross Leckridge work for?

Ross Leckridge works for Aberdein Considine.

What is Ross Leckridge's role at Aberdein Considine?

Ross Leckridge is listed as Making sense of personal finances. Creating simple solutions to complex issues. Talking candidly. at Aberdein Considine.

Where is Ross Leckridge based?

Ross Leckridge is based in Edinburgh, Scotland, United Kingdom while working with Aberdein Considine.

What companies has Ross Leckridge worked for?

Ross Leckridge has worked for Aberdein Considine, Johnston Carmichael Wealth, Carbon Financial Partners Ltd, Mearns & Company, and Awd Chase De Vere.

Who are Ross Leckridge's colleagues at Aberdein Considine?

Ross Leckridge's colleagues at Aberdein Considine include Jack Davidson, Karolina Robertson, Peter Mutch, Bethany Laplanche, and Megan Wharry.

How can I contact Ross Leckridge?

You can use AeroLeads to view verified contact signals for Ross Leckridge at Aberdein Considine, including work email, phone, and LinkedIn data when available.

What schools did Ross Leckridge attend?

Ross Leckridge studied at Boroughmuir High School.

What skills is Ross Leckridge known for?

Ross Leckridge is listed with skills including Investment Management, Pension Schemes, Isas, Residential Mortgages, Income Protection, Life Insurance, Critical Illness, and Inheritance Tax Planning.

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