Ross Bone

Client Manager & Team Leader at Equilibrium

Ross Bone DipPFS, DipFA, CeMAP is a highly experienced financial professional with a background in mortgage and protection advice. Currently serving as Team Leader and Client Manager at Equilibrium Financial Planning since October 2020, Ross previously held the position of Paraplanner at Haven Protect Limited and Team Manager at London and Country Mortgages, where responsibilities included training and managing a team of advisers. Ross is a fully CeMap qualified Mortgage and Protection Expert, having cultivated extensive expertise in the independent mortgage market. Ross holds a degree in Business with Marketing from the University of Leeds, completed in 2012.

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Manchester, United Kingdom

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Equilibrium

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Equilibrium is an award-winning wealth management company offering personalised financial planning services such as investment management, IHT planning and retirement planning.


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51-200

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