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. 

EXPERTISE
 
  • Multi-Currency Wealth Management

  • Stocks, bonds & Structured Products

  • Investments for US non-residents

  • UK Tax Planning Solutions

  • Retirement Planning

  • University and school fee planning

  • Life Insurance

  • 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

Singapore

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

Singapore

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78 Shenton Way, Singapore 079120

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