Clear, informed financial advice

Not just for a rainy day…

Personal planning

For the right decisions…

Pension freedom and retirement

Giving you the options…

Independent Financial Advice and Pension Planning

We all learn by our mistakes but there are some mistakes none of us want to make, especially financial ones. We have grown our business by building strong relationships with both our private and corporate clients, based on a sound understanding of their needs and instigating a clear strategy to meet their goals.

Whether you require a straightforward life insurance policy, more complex inheritance tax or retirement planning or assistance with savings and investments, we will work with you to put in place the most appropriate solution that not only meets with your needs but just as importantly, is easy to understand. Clear advice for all of your financial needs.

Personal Planning

There is no “One Size Fits all” approach to Financial Planning. To ensure you get the best advice, we firstly listen, so we have a thorough understanding of what you’d like to achieve.

Pension Freedom

Since 2015, the way in which we can access our pension savings has changed significantly and the choices available to each of us can be bewildering.

A Business Built on Trust

Our business has been built on two overarching principles – trust and relationships. As a result, many of our new clients are referred to us by our existing ones.

Inheritance Tax Planning

Looking after your family’s wealth…

Please contact us for an informal, no-obligation chat about your financial requirements.


The Ross Partnership LLP

12 Holly Crescent


Berkshire SL4 5SL

Tel: 01753 290909



Should you have cause to complain, and you are not satified with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service Exchange Tower, London E14 9SR

Tel: 0800 023 4567 or 0300 123 9 123


The Ross Partnership LLP is a Limited Liability Partnership registered in England. Registration Number OC391037. Registered office as company address as detailed on the Contact Us page.

We are entered on the Financial Services Register No 617015 at

The information contained within this site is subject to the UK regulatory regime and is therefore primarily targeted at consumers in the UK .