Ross Whitby
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Ross Whitby Email & Phone Number

Report Writer at Schroders Personal Wealth at Schroders Personal Wealth
Location: United Kingdom, United Kingdom, United Kingdom 4 work roles 2 schools
1 work email found @spw.com LinkedIn matched
4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@spw.com
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Current company
Schroders Personal Wealth
Role
Report Writer at Schroders Personal Wealth
Location
United Kingdom, United Kingdom, United Kingdom
Company size
624 employees

Who is Ross Whitby? Overview

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Quick answer

Ross Whitby is listed as Report Writer at Schroders Personal Wealth at Schroders Personal Wealth, a company with 624 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a work email signal at spw.com and a matched LinkedIn profile for Ross Whitby.

Ross Whitby previously worked as Report Writer at Schroders Personal Wealth and Paraplanner/Wealth Analyst at Grant Thornton Uk Llp. Ross Whitby holds Ba (Hons) Economics (Banking, Money & Finance), Economics, 2:1 from University Of The West Of England.

Company email context

Email format at Schroders Personal Wealth

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{first}.{last}@spw.com
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AeroLeads found 1 current-domain work email signal for Ross Whitby. Compare company email patterns before reaching out.

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Profile bio

About Ross Whitby

I am Wealth Analyst/Paraplanner with experience in both Wealth Management and employee share plan management. In my roles I have focused on measurably improving client outcomes through structured business development. I am also interested in Economics and Finance as broader topics.

Current workplace

Ross Whitby's current company

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Schroders Personal Wealth
Schroders Personal Wealth
Report Writer at Schroders Personal Wealth
london, greater london, united kingdom
Website
spw.com
Employees
624
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4 roles

Ross Whitby work experience

A career timeline built from the work history available for this profile.

Paraplanner/Wealth Analyst

Grant Thornton Uk Llp

Bristol, United Kingdom

  • Integrated multiple advice types into one wealth planning report to reduce writing time
  • Significantly reduced backlog of unissued advice
  • Calculated and inputted adjusted base costs of shares so Aegon’s CGT tool could be used for automated calculations
  • Reduced burden of on-going advice by pre-empting future needs and setting up automated processes e.g. automatic rebalancing and regular contributions
  • Supported administrators by providing explanations and detailed notes to assist in implementing more complex advice
  • Identified and addressed system errors, potential delays and compliance issues, notifying the team where necessary
Mar 2019 - Jan 2020

Pensions And Invesment Support

Drewberry Wealth Management Limited

Brighton, United Kingdom

  • Support role at a start-up company, with responsibility for developing processes and performing paraplanning tasks.
  • Increased the suitability of advice by modelling cash flow scenarios in Voyant
  • Performed detailed comparisons of pension and investment products to inform advice
  • Reduced number of cases rejected by compliance by refining procedures and building visual tutorials
  • Optimised client’s portfolios within their agreed risk class using tools such as Defacto.
  • Implemented DB and DC transfers, inheritance tax solutions, protection and new pensions, ISAs and GIAs
Dec 2017 - Jan 2019
Team & coworkers

Colleagues at Schroders Personal Wealth

Other employees you can reach at spw.com. View company contacts for 624 employees →

JC Jo Clarke Acma, Cgma Jo Clarke Acma, Cgma Colleague at Schroders Personal Wealth United Kingdom, United Kingdom View → TW Tom Weston Cemap Dipfa® Tom Weston Cemap Dipfa® Colleague at Schroders Personal Wealth City Of Peterborough, England, United Kingdom, United Kingdom View → KW Kim Wilson Kim Wilson Colleague at Schroders Personal Wealth Greater Sheffield Area, United Kingdom View → CW Carl W. Carl W. Colleague at Schroders Personal Wealth Stalybridge, England, United Kingdom, United Kingdom View → LH Luke Hawkins Dippfs Luke Hawkins Dippfs Colleague at Schroders Personal Wealth Northampton, England, United Kingdom, United Kingdom View → DM Debbie Melbourne Debbie Melbourne Colleague at Schroders Personal Wealth Tring, England, United Kingdom, United Kingdom View → MF Matthew Fautley Matthew Fautley Colleague at Schroders Personal Wealth Chelmsford, England, United Kingdom, United Kingdom View → MB Marvin Boakye Marvin Boakye Colleague at Schroders Personal Wealth London, England, United Kingdom, United Kingdom View → JH Josh Hunt Dipfa Cemap Cerer Certltcp Josh Hunt Dipfa Cemap Cerer Certltcp Colleague at Schroders Personal Wealth Leeds, England, United Kingdom, United Kingdom View → PG Philip Gray Philip Gray Colleague at Schroders Personal Wealth Leeds, England, United Kingdom, United Kingdom View →
2 education records

Ross Whitby education

FAQ

Frequently asked questions about Ross Whitby

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

What company does Ross Whitby work for?

Ross Whitby works for Schroders Personal Wealth.

What is Ross Whitby's role at Schroders Personal Wealth?

Ross Whitby is listed as Report Writer at Schroders Personal Wealth at Schroders Personal Wealth.

What is Ross Whitby's email address?

AeroLeads has found 1 work email signal at @spw.com for Ross Whitby at Schroders Personal Wealth.

Where is Ross Whitby based?

Ross Whitby is based in United Kingdom, United Kingdom, United Kingdom while working with Schroders Personal Wealth.

What companies has Ross Whitby worked for?

Ross Whitby has worked for Schroders Personal Wealth, Grant Thornton Uk Llp, Drewberry Wealth Management Limited, and Computershare Investor Services Plc.

Who are Ross Whitby's colleagues at Schroders Personal Wealth?

Ross Whitby's colleagues at Schroders Personal Wealth include Jo Clarke Acma, Cgma, Tom Weston Cemap Dipfa®, Kim Wilson, Carl W., and Luke Hawkins Dippfs.

How can I contact Ross Whitby?

You can use AeroLeads to view verified contact signals for Ross Whitby at Schroders Personal Wealth, including work email, phone, and LinkedIn data when available.

What schools did Ross Whitby attend?

Ross Whitby holds Ba (Hons) Economics (Banking, Money & Finance), Economics, 2:1 from University Of The West Of England.

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