Chartered Financial Planner
Braid Financial Planning
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Ross Leckridge Email & Phone Number
Chartered Financial Planner
at
Braid Financial Planning
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✓ Verified July 2026
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Profile completeness 100%
Current company
Role
Chartered Financial Planner
Location
Edinburgh, Scotland, United Kingdom
Who is Ross Leckridge? Overview
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Quick answer
Ross Leckridge is listed as Chartered Financial Planner at Braid Financial Planning, 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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Braid Financial Planning
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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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9 roles
Ross Leckridge work experience
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Chartered Financial Planner
Head Of Proposition
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
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 financial plan forward.
Nov 2018 - Dec 2023
Chartered Financial Planner
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 legislative frameworks and then talk you through the various ways in which you can achieve the things which are most… Show more 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 legislative frameworks and then talk you through the various ways in which you can achieve the things which are most important to you. Show less
Aug 2017 - Nov 2018
Chartered Financial Planner
Advising clients on all aspects of financial planning, including investments, pensions, protection, mortgages, Inheritance Tax and tax planning.
May 2014 - Aug 2017
Paraplanner
Preparing analysis on, and recommendations for, investment portfolios, pensions and pension transfers, and Inheritance Tax planning.
Feb 2013 - May 2014
Financial Adviser
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 schemes.
Jan 2012 - Feb 2013
Mortgage Consultant
First Mortgage Direct Ltd
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 illness or invalidity.
Jan 2002 - Jan 2012
1 education record
Ross Leckridge education
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Boroughmuir High School
FAQ
Frequently asked questions about Ross Leckridge
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What company does Ross Leckridge work for?
Ross Leckridge works for Braid Financial Planning.
What is Ross Leckridge's role at Braid Financial Planning?
Ross Leckridge is listed as Chartered Financial Planner at Braid Financial Planning.
Where is Ross Leckridge based?
Ross Leckridge is based in Edinburgh, Scotland, United Kingdom while working with Braid Financial Planning.
What companies has Ross Leckridge worked for?
Ross Leckridge has worked for Braid Financial Planning, Aberdein Considine, Johnston Carmichael Wealth, Carbon Financial Partners Ltd, and Mearns & Company.
How can I contact Ross Leckridge?
You can use AeroLeads to view verified contact signals for Ross Leckridge at Braid Financial Planning, 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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