Ross Baumann (DipFA PETR)

Ross has over 8 years’ experience working in the financial sector during which he obtained his diploma in financial advice and qualified as a Pension Transfer Specialist.  

He joined MHA Carpenter Box Financial Advisers in December 2016. He works alongside financial advisers 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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