Ross Glanfield Email & Phone Number

I am a fee-based, independent, Chartered Financial Planner with over 30 years client-facing experience. I specialise in two areas with the first being retirement planning. Through a combination of cashflow analysis, pension and investment simplification, and the creation of a retirement roadmap, I have helped many clients shake the shackles of employment much earlier than they expected. My job is then to provide the ongoing reassurance that they have made the right decision.My second speciality is estate planning. Once a client is comfortable that they will not be able to spend all their accumulated wealth during their lifetime, they can consider the options for passing the excess to the next generations. This can be a very complex area of advice which needs another roadmap. It will also often involve other professionals to advise on wills, trusts and powers of attorney.Whilst these may be my specialities, I have a wealth of knowledge and experience and I enjoy nothing more than helping a client to realise their financial goals whatever they may be.

Listed skills include Pensions, Financial Advisory, Financial Services, Strategic Financial Planning, and 29 others.