Your first steps on your investment journey start here

Fact - financial advisers tend to ignore younger people in favour of older and ‘more prosperous’ investors. Not Panoramic! We believe they are simply in a different landscape at the beginning of their personal financial journey. Our Ross Jefferies – Trainee Financial Adviser – is keen to help represent the interests of the younger investor. This developing section of our site is entirely his territory.

What we have to say

Ross Jefferies

Trainee Financial Adviser

“My peer group, in general, are currently studying at university.  Rather than looking toward longer term prospects they’re thinking more along the lines of finding and affording a place to live, insuring a car or saving for a holiday. If I can help them with some useful information for those particular journeys – I will.”

MILLENNIAL MATTERS - Spotlight on.. The Bull Sessions

Young Investor Press Release

In this Spotlight, we meet the hosts of new millennial-centric podcast, “The Bull Sessions“. Find out why they think podcasts are such a vital medium for the 20 –...

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Engaging millennials should be more than a catchphrase

Young Investor Press Release

The ability to tap, touch, tilt, text and tap (that’s a Dodgeball reference for those that don’t get it) our phones has resulted in the most impatient generation so far.

At 22, I...

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Diary of an Adviser: Ross Jefferies - FT Adviser

Young Investor Press Release

Monday

Monday morning is usually when we would have a team meeting to set us up for the week, talk through ongoing items and go through our calendars. But as there...

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MILLENNIAL MATTERS - How financial services (and others) can engage with the next generation

Young Investor Press Release

SPOTLIGHT ON… ROSS JEFFERIES, PANORAMIC WEALTH MANAGEMENT

In our latest Spotlight feature, we speak to Ross Jefferies, financial adviser at Tunbridge Wells-based firm Panoramic Wealth Management, about a millennials-only networking event he is...

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