Ross Baumann

Ross has over 13 years’ experience working in the financial sector during which he obtained his diploma in financial advice and advanced award in pension transfers.

He joined Carpenter Box Financial Advisers 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, legacy and tax planning.

Outside of the office

Ross enjoys spending time playing cricket and golf to try and offset the various trips to fine dining restaurants. On the weekends you’ll often find him at the home of football watching Sussex’s premier football team, Worthing FC.  

Areas of Expertise

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