Ross joined Perspective in February 2010, qualifying as a Financial Planner and in 2022 became Director of Perspective (South West) Ltd. He has over 20 years’ experience of working in financial services.
Ross is a chartered Financial Planner, widely accepted as the gold standard qualification for professional Financial Planners and Advisers.
Current role
Director & Chartered Financial Planner at Perspective Financial Group Limited
Technical Director & Chartered Financial Planner at Perspective Financial Group Limited
Technical Director, Chartered Financial Planner at Perspective Financial Group Limited
Director & Chartered Financial Planner at Intelligent Financial Advisory Ltd
Private Client Director - Chartered Financial Planner at Close Brothers Asset Management