The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

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Ross Allison

Senior Paraplanner

Ross is a Senior Technical Transformation Paraplanner, having joined 7IM in 2020 as a Paraplanner. He has more than 14 years' experience in financial services and holds Chartered Status and the CFP designation with the CISI.

Ross specialises in technical research, financial planning, and lifetime wealth modelling, working closely with our Financial Planning Directors to support our clients in achieving their goals. He also plays a key role in managing advice technology, overseeing CRM configuration and developing automated reporting tools using Python.

Passionate about innovation, Ross is actively exploring technological solutions to enhance the financial planning process. He is also committed to promoting Paraplanning as a career choice and advancing the profession through technology.
Ross Allison
Ross Allison
0131 297 3706
Ross.Allison@7im.co.uk
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