Richard Ross


Wealth Manager, Succession and Exit Strategist

Richard's knowledge and experience have given him the skills to make complex financial and business decisions clearer and easier. Richard specialises in helping business owners develop exit strategies and succession plans, often, at retirement. He routinely works with both sellers and acquirers and has developed a sound understanding of the issues around business transfers.

Starting his working life in the construction industry, he spent 10 years in managerial positions before launching his own development company. He later worked as a corporate adviser for a major insurance company before setting up Chadwicks. He has held board positions in companies in the construction, property, horticulture and financial services sectors and has a wide knowledge of the risks and rewards of business life.

He is interested in business development, in particular how knowledge is managed within companies. He conducted a detailed research project into the factors that influence the success of business transfers in association with the University of East Anglia as part of his MBA. Richard also holds a Masters in Wealth Management and the Advanced Diploma in Financial Planning. He is also interested in behavioural economics which he has studied at post-graduate level. Unusually he is both a Chartered Fellow of the Chartered Institute of Securities and Investments and a Chartered Financial Planner.

He is a former Board member of the Norwich Business School and has sat on the South Norfolk Board of Young Enterprise where he was instrumental in the delivery of YE programmes to schools in the area. He is also an Independent Visitor with Action for Children - a role that he finds particularly rewarding.

Married to Yvonne for more than 30 years they have three children, a son-in-law and three splendid grandchildren. At weekends he is still a keen, if somewhat pedestrian, rugby player. He also confesses to be a Middle-Aged Man in Lycra and has cycled from Lands End to John O'Groats - completing the 1000 mile trip in 10 days as part of a team that raised £150,000 for charity.


Master of Business Administration (UEA)

Masters in Wealth Management (CISI/BPP)

Graduate Diploma in Economics (UEA)

Advanced Diploma in Financial Planning (CII)

Chartered Fellow of the Chartered Institute of Securities and Investment

Chartered Financial Planner