Simon Ross

Simon Ross has a wealth of experience in the financial industry. Simon is currently serving as a Financial Planning Director at Schroders Personal Wealth since June 2019. Prior to this, they worked as a Wealth Management Adviser at Lloyds Bank Private Banking from April 2008 to June 2019. Simon also held the position of Senior Financial Planning Consultant at Nationwide Building Society from June 2002 to April 2008. Before that, they worked as an Area Manager at Bank of Ireland from June 1995 to June 2002.

Simon Ross has a BA Hons in History from Lancaster University, which they obtained from 1991 to 1994. Simon also completed a Chartered Financial Planner degree and a Fellowship of the Personal Finance Society degree from the Chartered Insurance Institute, which they received from 1997 to 2014.