Dan Ross
Director & Financial Planner
Dan Ross
Director & Financial Planner
At work
Dan is one of our founding partners. He moved to Cardiff in 2001 and graduated from Cardiff University in 2004 with an Honours degree in Business Administration. Early work experience involved helping clients with mortgage, equity release and insurance needs. In 2007, Dan joined Lloyds Bank to provide financial advice in various branches across Bristol and South Wales. He was later promoted into Wealth Management where he advised Lloyds Private Banking’s high net worth individuals and corporate clients.
In 2014, Dan joined a national advice network, building ties with a range of providers and investment managers, which led to Hartley Ross being launched.
Dan is a Chartered Associate of The London Institute of Banking and Finance and and specialises in investment and retirement planning for individuals, businesses, charities and trusts.
Outside of work
A sports enthusiast and unfortunate Manchester United supporter, Dan enjoys a range of sports, including football, cricket, rugby and snooker. He is also a keen snowboarder; having first learned around 10 years ago, he and his wife aim to go snowboarding once a year. To relax, he likes a glass of wine around a fire, whether at home around the fire pit or on long camping weekends away.
Our team
We’re here to make your financial world simple. Whatever you need, we’ve got a specialist to help.
