Fairstone Group Ltd
Tim Ross CFP™ Chartered MCSI is an accomplished Certified Financial Planner with extensive experience in wealth management. Currently employed at Fairstone Group Ltd since July 2022, Tim specializes in delivering integrated financial solutions within the UK regulatory framework. Previous roles include serving at Morrinson Wealth, First Wealth, and Liberty Group South Africa, where Tim focused on lifestyle financial planning, behavioral coaching, and providing innovative long-term financial solutions. Tim's career began in the insurance sector with Hollard Insurance and Alexander Forbes. In addition to professional experience, Tim has a robust educational background, holding multiple qualifications in financial planning from esteemed institutions such as the Chartered Insurance Institute and The Chartered Institute for Securities & Investment.
Fairstone Group Ltd
Fairstone is a full-service wealth management house delivering integration-led growth to emerge as a new leader in the UK regulatory landscape. We combine market knowledge, specialist expertise and the very latest technology to produce the highest quality outcomes for our clients in a cost-effective manner. Our rate of growth is consistently beyond 20% for each financial year and our annualised income exceeds £65 million. Incorporating one of the UK’s largest Chartered Financial Planning firms, we operate across 42 locations nationwide and are recognised as one of the fastest growing financial services organisations in the country. Our 69,000 clients are at the heart of everything we do from providing a wide range of personalised wealth management solutions to ensuring an active and on-going review process. That is why they have rated us the number 1 wealth management firm on Trust Pilot. 'Intelligent wealth management' means that we have an open-architecture’ proposition which provides the following benefits to clients: - Whole of market choice - Flexible and transparent fee structure - No lower wealth limits - No minimum fees - No exit penalties