Independent Financial Planner
Ru joined Chester Rose Financial Planning in 2022 and brings over 20 years of financial services experience to the team. He attended the University Of The West Of England (Bristol) obtaining a Mathematics & Statistics Degree, which confirmed his passion for numbers and the finance sector which led him them to commit to a career in financial services and obtained a Diploma in Regulated Financial Planning. Ru stated his financial services experience in Stockbroking, in roles such as managing an Investment Centre and an OEIC & Unit Trust Dealer for a global stockbrokers and investment house. Ru then transitioned to a successful career in financial advising for a high street bank and then progressed to being an Independent Financial Adviser.
Ru has pride in helping his clients with all aspects of their financial planning needs and objectives. This ranges from investing for the future, retirement planning and helping to protecting the financial stability of the client’s family or business in difficult and challenging times. Ru enjoys analysing a clients specific and personal needs and objectives, by creating a bespoke and personal recommendation for them, thus providing them peace of mind and reassurance in the financial planning.
In Ru’s spare time, he enjoys spending time with his family and renovating cars from his childhood back to their former glory.