Colin Ross
APFS
Fundamentally I see my approach as one of helping my clients realise their full financial potential, whilst ensuring they always have someone that they trust, to call upon both in good times and in bad. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times, alongside an on going service proposition that is first-class.
About
Prior to joining St. James's Place, I spent 14 years working at Lloyds Bank in different roles including Financial Adviser and Wealth Planning Manager, and over 7 years working with Wren Sterling providing financial advice. This has enabled me to acquire a wide knowledge base across the many areas of financial services.
I am committed to ensuring that my industry knowledge remains relevant and current by placing a strong emphasis on my personal development which included achieving ‘Fellowship’ status in 2023. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a specialist, professional and principled service.
Outside of my business, I have 3 children and I am a keen golfer having been a member of Clacton Golf Club for over 30 years. I also enjoy keeping fit and have completed the Brighton Marathon, Yorkshire 3 Peaks and a range of 100km Challenges.
Charity is also important to me over the years with events to raise money for a national children's charity, St. James's Place Charitable Foundation, Samaritans and the local food bank.
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St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 17/02/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
