Transformative
financial planning

Velocity [ vuh-los-i-tee ]

noun, plural ve·loc·i·ties.

The speed or magnitude of something in a given direction

Our story

Traditionally, we’re taught to think about wealth in just one way: How much have I got? How much have they got? You can spend a lifetime accumulating it. But what is its true value?

At Velocity, we show our clients how to think about money differently – in a way that allows you to experience the full benefit and potential of your wealth, and live more richly, in every way.

Travelling with velocity means travelling with a known direction of travel – a purpose. We believe your wealth should be similar. To really work for you, you need to first identify the direction and meaning of your money. Only then can it meet all your needs and allow you to live fully.

About us

Our expertise

We’re technical experts. We think that should be a given. When you work with a Chartered Financial Planner, you’re assured ‘gold standard’ professionalism, qualifications and technical expertise, along with a commitment to ethical practice and high levels of client care.

But that’s not what we’re most proud of: what we’re most proud of is our behavioural expertise. We understand the world is not black and white. And your success is not just about how much or what you know. We believe your future is determined by what you do and the actions you take, starting now.

You’re probably here for help on a specific area of your finances. We’ll hit this head on with direct solutions to the challenges you face. But we’re also aware that it’s usually the tip of the iceberg and likely to be part of a much wider issue that equally needs addressing if you’re to have the greatest chance of success.

 

Learn more

Our clients

Our clients are living proof that financial planning works. Hear their stories and see how we can help you achieve the life you want.

Hear their stories
Jane

Velocity gave me sensible, down-to-earth and understandable advice

Read more
Andy

Working with Velocity makes me feel reassured about my finances

Read more
Sue & Bob

Velocity makes us feel more confident about our financial future

Read more
Gary & Helen

We feel that our financial situation, whether we're around or not, is in safe hands

Read more
Peter & Joanne

With Tony, you really feel like he’s driven by your interests and not his own.

Read more

We’re on VouchedFor

We have in-depth and positive reviews from our clients on VouchedFor, the leading independent review site for financial advisers. Click on the VouchedFor badge and read what our clients say.

Reviews and Ratings for Financial adviser Tony Ross, Coventry

The results of our latest client survey are in

We asked clients to complete a short survey to help us understand how happy they are with our services and we’re delighted with the feedback.

Your life transitions

A life transition is a time of significant change, both emotionally and financially. But it’s also a great opportunity to look forward to the life you want.

Whether you’re starting a family or coming up to retirement, financial planning will help you clarify what you want from the next phase of your life and achieve a plan to make it a reality.

Starting a family

Starting a family is a hugely exciting time. But, as you may already be aware, it can put a squeeze on your finances.

read more
Divorce or separation

A divorce can be a psychological and financial hammer blow. But with our help, you can start to plan, look forward and rebuild.

read more
Selling a business

Whether you're mid-process or still weighing up your options, we start by establishing your vision for your future.

read more
Midlife check-in

You lead a busy life and retirement is still a way off, but with unfulfilled ambitions to tick off the bucket list, you could do with a check-in on your finances.

read more
Receiving an inheritance or lump sum

A life-changing sum of money can do life-changing things. Deciding on the best way to use it, therefore, can feel like a big responsibility.

read more
Retirement

There is no longer just one way to do retirement with greater freedoms and more choices than ever before. Finding the right way for you is key.

read more
Death of a loved one

Receiving help to deal with the financial as well as the emotional implications of loss can make all the difference when have been bereaved.

read more
Entering later life

As you approach later life, you will be looking for security. With our help you can gain peace of mind knowing every scenario is planned for.

read more