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Ross Palmer

DipPFA

I believe financial planning should never feel overwhelming or full of jargon. My approach is straightforward, down to earth and always focused on what matters most to you and your family. Whether it's protecting your loved ones, planning for retirement or making the most of your savings and investments, I'll be there to guide you step by step. 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

About

My journey into financial planning came from seeing firsthand how important good advice is. Too often people feel uncertain or overwhelmed when it comes to money and I wanted to build a career where I could change that. For me financial planning isn't just about charts and figures, it's about listening to peoples goals, understanding what matters most to them and creating a clear plan to get there. 

I help individuals, families and business owners gain clarity and confidence around their finances so they can focus on living the life they want, not worrying about money.

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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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 07/10/2025

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.

https://register.fca.org.uk/s/firm?id=001Sk00000kF62eIAC#:~:text=Effective%20from%20descending-,Channel%20Financial%20Planning%20Limited,-Registered is registered in England and Wales, Number 16349772. Registered Office: C/O Synergy Chartered Accountants Studio 5-11, Millbay Road, Plymouth, Devon, PL1 3LF.