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Ceri joined Perspective (Midlands & Cheshire) Ltd in 2014. He has over 30 years’ of experience working in the financial service sector. 

Ceri is a Chartered Financial Planner and holds Advanced Level qualifications in Taxation and Trusts, Pensions, Retirement Planning and Pension Investment Planning. He specialises in pensions, investments and trusts. He holds the full Advanced Financial Planning Certificate and is an Associate of the Chartered Institute for Securities & Investments. 

Previously working for Scottish Widows initially and subsequently with Equitable Life. He later became an Independent Financial Planner in 2001 and co-founded Ad Valorem Wealth Management LLP with Derek Baptist in 2010. Ceri then became a Financial Planning Director of the firm, which Perspective later acquired after deciding that they had a similar ethos their own, providing high customer service, an ethical approach and offered succession planning so that his clients can be well looked after professionally when he retires.

 

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