Meet The Team – Tim Ross

Tell us about your role.

I am a Certified Financial Planner at First Wealth. My role is to create sustainable relationships with new and existing First Wealth clients by providing them with Lifestyle Financial planning. I have always had a keen interest in investing and providing the right help to clients which sparked my interest towards the field – I’ve been in Financial Planning since 2000.

How has it been moving over to the UK from being an adviser in South Africa? What’s different and what has been the biggest change?

I was a Financial Planner in South Africa for 11 years. I moved over to the UK to continue doing what I love, in a country that I have always wanted to live in. The transition from Financial Planning in South Africa to UK has been seamless as the investment solutions and products are on par. Ethics, honesty and integrity are the key underlying factors in the profession as well, across both countries. The one nuance is there is a big emphasis at First Wealth on making financial planning more exciting and succinct by focusing on the Financial Plan and providing solutions to achieve that plan.

What are your responsibilities, how has your career changed since you joined First Wealth?

My responsibilities are to provide the right financial advice to clients by providing a financial plan to suit their individual needs and objectives. My career has definitely taken a different turn, as here at First Wealth it’s not just about giving advice on investing and protection products, it’s also about delving deeper into client’s objectives, motivators, and behaviour and helping them grow to make their lives more successful.

What is your long-term goal?

My next step is to become a Chartered Financial Planner and to have at least 150 clients to look after at First Wealth.

What are you passionate about?

I am very passionate about building relationships with people, travelling, scuba diving, eating different cuisines and football.

Advice for people entering the profession?

Let your true personality shine with clients, allow yourself to learn from your peers, and build your knowledge through understanding new legislature and products.

What do you do in your spare time?

I enjoy keeping fit by going to gym, running, playing squash and golf. If I’m not exercising, I will be spending quality time with my fiancé – often going out and trying new restaurants and playing with our two Burmese cats. I love music and often listen to some of my favourite tracks to switch off and relax.

Tell us something about you that not many people know?

I used to work as a Ski Lift operator in New Hampshire United States.

Last words? Favourite quote? Book? All-time favourite song?

My Grandfather gave me £20 when I was young and said to me , “ Spend a little, save a little”. That quote has stuck with me and has definitely resonated with me throughout my life and career. I love so many different genres of music and songs, but if I have to choose one it would be ‘I need you tonight’ by INXS.

This document is marketing material for a retail audience and does not constitute advice or recommendations. Past performance is not a guide to future performance and may not be repeated. The value of investments and the income from them may go down as well as up and investors may not get back the amount originally invested.

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