Tim Ross - Financial Planning Director - Leeds
Qualifications
BA (Hons)
Chartered Insurance Institute:
- Financial Planning Certificate
- Advanced Financial Planning Certificate
- G60 - Pensions
- K10 - Retirement Options
- K20 - Pensions Investment Planning
Experience
After graduating, Tim worked for Scottish Life for a year prior to moving to broking, gaining several years experience with a local firm in Leeds before moving to Bain Clarkson in 1989. Tim joined the LEBC Group in 2000.
Tim's expertise extends to both high net worth individuals and the corporate sector, working with Accountants and Solicitors and small to medium sized companies.
Specialisation
Developing business from accountancy and legal professional connections, SSAS/SIPP schemes, Phased/Income Drawdown (USP) and annuity purchase planning, together with both on and offshore investment planning.