Ross Baumann

Ross has over 12 years’ experience working in the financial sector during which he obtained his diploma in financial advice and advanced award in pension transfers.

He joined Coole Bevis Wealth Management in December 2016. He provides the full suite of financial planning services to create holistic financial plans for both individual and corporate clients across a range of areas including pensions and retirement, investments, protection and tax planning.

Outside the office

Ross enjoys spending time playing cricket and golf as well as going to watch both Worthing FC and Worthing RFC.

Areas of Expertise

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