David Ross APFS

Chartered Financial Planner

 David was born in Bristol.    

He is married with two children. His daughter has graduated from Bournemouth University who studied advertising and marketing. His son is at Southampton University studying business management. After leaving full time education David worked in Switzerland for a year in one of the top hotels in Zurich, returning to the UK after the expiry of his work permit.   

Back in the UK, David worked in the hospitality industry and latterly as an Area Manager in north west London managing some prestige contracts.  In 1991 David joined Prudential Assurance as a Financial Consultant, then in 1994 moved to Friends Provident in the same role. In 1997 David joined Chequers Financial Services as an Independent Financial Adviser. Chequers merged with The Financial Management Group in 2003. Over the years David has built up an established client base working with professional connections – accountants and solicitors. David’s clients are mainly located in west London/Thames Valley area and his main sources of business are from recommendations and referrals.    

David is a Rotarian and actively involved in raising money for charitable organisations. In the past, David and colleagues have also raised money for the disabled childrens charity ‘The Wooden Spoon Society’. David has previously been a school governor and latterly as chairman of the buildings and health and safety committee.        

• Assoicate Member of the Personal Finance Society (APFS)
• Chartered Financial Planner 

Chartered Insurance Institute Accreditations in:

• Financial Planning Process (AF5)
• Pension Planning (AF3)
• Advanced Pensions (G60)
• Taxation & Trusts (G10)
• Retirement Options (K10)
• Pension Income Options (JO4)
• Pension Funding Options (JO5)
• Pension Simplification (CF9)
• Financial Planning Certificate 1,2 & 3
• Mortgage Advice Qualification (MAQ)
• Equity Release (ER1)
• Long Term Care (CF8)