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Ross Leckridge

Chartered Financial Planner

Edinburgh Office,
T: 07920 581 405
E: Ross.Leckridge@jcwealth.co.uk
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Ross is a Chartered Financial Planner based in our Edinburgh office and is also Head of Proposition for our Wealth team. He joined us in 2018 and has been in the financial sector since 1998.

Ross provides financial planning solutions to both private individuals and corporate clients, working closely with other professionals, providing in-depth advice on developing and implementing suitable planning strategies to meet client's objectives, thus helping clients build a financial plan. This gives them the confidence and peace of mind to focus on important things and live the life they want.

Ross is also a Fellow of the Personal Financial Society.

Specialisms

• Financial plan analysis
• Pre and post retirement planning
• Protection solutions
• Pension transfers
• Savings and investments
• Inter-generational planning
• Inheritance tax mitigation and estate planning