Dec 12, 2016 | STEPHEN JONES

Tony Ross – Rising Star

Our very own Tony Ross has been named one of the Top 35 Rising Stars by New Model Advisor.

Here’s what they had to say:

“Tony Ross, wealth planner, Cooper Parry Wealth
Age: 33

Tony Ross left Stratford-upon-Avon firm Self Chartered Financial Planners after five years to head up the wealth proposition in Cooper Parry Wealth’s new West Midlands office this year.

Ross made the big leap to his new employer having progressed from trainee paraplanner to chartered financial planner. He is a member of both the CISI and PFS and has level six qualifications from both awarding bodies, including the CISI’s private client investment advice and management certificate. He sits on the firm’s investment committee.

Top 2016 achievements:

Not content with his professional achievements, Ross squeezed in a 220-mile bike ride from Manchester to London in a single day.”

(Credit: New Model Advisor/CityWire)

This communication is for general information only and is not intended to be individual advice. It represents our understanding of law and HM Revenue & Customs practice as at 14 August 19. You are recommended to seek competent professional advice before taking any action. The value of investments and the income from them can go down as well as up, and you may get back less than you originally invested. Past performance is not a guide to the future. The investments described are not suitable for everyone. This content is not personalised investment advice, and Cooper Parry Wealth can take no responsibility for investment decisions you may make as a result of this information. Tax and estate planning advice are not regulated by the FCA.


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