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Ross Carleton

Independent Financial Adviser

BSc. (Hons), DipPFS

Ross opted for a career in finance following a chemistry degree. Joining us in 2022, he worked alongside our advisers as a Senior Paraplanner drafting recommendations which have helped a diverse range of clients achieve their financial goals. Now with over 10 years experience in the industry, Ross’s approach as a Financial Adviser is centred on understanding what matters most to you and delivering advice that is both personalised and practical.

What people say

When our clients talk about what it’s like to work with us, certain words come up time and again: we make them feel comfortable; we give quality advice; we make financial advice accessible to anyone who needs it. The case studies, testimonials and reviews we’ve collected over the years speak for themselves – take a look and you’ll see what we mean.

Bulley Davey Wealth Management is a trading style of Futura Wealth Management Ltd, which is authorised and regulated by the Financial Conduct Authority number 515272. Futura Wealth Management Limited is registered in England and Wales, Company House number 05667226. Registered address: Crescent House, Crescent Road, Worthing, BN11 1RN The value of your investment may go down as well as up, and you may not get back what you initially invested. The Financial Conduct Authority does not regulate Tax, Wills and Trust Planning.

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