Expat Advisory Group
IPP Financial Advisers Pte Ltd
Ross Summers
78 Shenton Way #06-01 Singapore 079120
Ross is a highly qualified Financial planner with over 8 years’ experience in Financial Services. Having completed all the Singapore professional examinations, he also achieved the highly-coveted UK Level 4 accreditation. He is experienced in all areas of financial planning which includes retirement planning and multi-currency wealth management. Ross helps people take control of their finances by giving them the necessary information and advice to help them achieve their unique planning goals. Being a father to a baby boy Ross understands the importance of financial planning especially when it comes to securing your child’s future and preparing parents for education costs and other related expenses in Singapore. in his spare time, he is an avid badminton player and enjoys learning Chinese.
Ross is a highly qualified Financial planner with over 8 years’ experience in Financial Services. Having completed all the Singapore professional examinations, he also achieved the highly-coveted UK Level 4 accreditation. He is experienced in all areas of financial planning which includes retirement planning and multi-currency wealth management. Ross helps people take control of their finances by giving them the necessary information and advice to help them achieve their unique planning goals. Being a father to a baby boy Ross understands the importance of financial planning especially when it comes to securing your child’s future and preparing parents for education costs and other related expenses in Singapore. in his spare time, he is an avid badminton player and enjoys learning Chinese.
EXPERTISE
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Multi-Currency Wealth Management
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Stocks, bonds & Structured Products
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Investments for US non-residents
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UK Tax Planning Solutions
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Retirement Planning
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University and school fee planning
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Life Insurance
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Legacy & Estate Planning
QUALIFICATIONS
MAS Appointed Representative No. SRS300331619
Capital Markets & Financial Advisory Services Singapore – Singapore College of Insurance:
M5 – Rules & Regulations for Financial Advisory Services
M8 – Collective Investment Schemes
M8a – Collective Investment Schemes II
M9 – Life Insurance & Investment-linked Policies
M9a – Life Insurance & Investment-linked Policies II
HI – Health Insurance
(DipFA) Level 4 Diploma in Financial Advice - IFS School of Finance
EXPERIENCE
Financial Adviser
Concours Capital
2010 - 2013
London
Senior Financial Consultant, Expat Advisory Group (Singapore)
IPP Financial Advisers Pte Ltd
2015 - Present
Singapore
Financial Planner
Santander UK Corporate & Commercial
2014 - 2015
London
CLIENT TESTIMONIALS
"Ross has been my investment manager for over a year now. He is very competent, knowledgeable and professional. He listened to my objectives and made recommendations based on my financial needs. He was open, honest and transparent. He keeps me up to date with my portfolio performance with regular reviews and market commentaries. I would highly recommend in engaging in Ross’s services for your financial planning."
- Ryan Joyce, Offshore Client Representative - Premier Oil
"Ross helped me set up a retirement savings plan during my time in Singapore. He explained the platform and investment clearly and has been a great help. Would highly recommend Ross for his positive “can do” attitude and the great service that he provides."
- Graeme Ross, Subsea Controls Techician - Dril-Quip
