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Ross joined Perspective in February 2010, qualifying as a Financial Planner and in 2022 became Joint Principal 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.

He loves working with people to understand what their financial and life goals are and then formulating a plan to help achieve them.

 

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