Advice Checker by Hamilton Ross Consultancy

I have been in financial services for over 25 years and have attained a high level of valuable experience as well as building relationships with some of the industry’s best consulting and advisory talent.

Having spent over 15 years in client-facing roles, as a bank adviser, IFA, and latterly a defined benefit pension transfer specialist, I am familiar with the client journey and can resonate with the day-to-day challenges faced by advisers and business owners.

I have been privileged to manage, train, and coach new to role advisers to competent adviser status (CAS) as well as support the continued development of experienced IFA’s.

In the last 7 years, I have worked for several of the country’s largest compliance solution providers. This includes providing business monitoring compliance and training solutions to directly authorised firms both in Wealth Management and Mortgages/ Equity Release. In addition, I have consulted on high-profile FCA mandated remediation projects in investments and defined benefit transfers.

Following the increased activity in acquiring client banks, I have carried several due diligence exercises for prospective buyers, putting them in an informed position.

I believe that my comprehensive experience of all parts of the advisory journey gives me the knowledge and the experience to provide pragmatic solutions. In addition, I am passionate about building long-lasting relationships, intending to support you in providing and documenting good customer outcomes.

I am qualified to diploma level with the LBIF, I hold the Level 6 Award in Pension Transfers and Taxation, Trusts and Tax Compliance and I am very close to chartered status. In addition, I hold the mortgage and equity release qualifications.

In my free time, I support Oldham Athletic, mountain biking, and improving my Italian.