Ross joined Perspective (South West) Ltd in February 2010, qualifying as a Financial Planner later that year and 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, a Fellow of the Personal Finance Society, and also a retirement and later life specialist.
He loves working with people to understand what their financial and life goals are and then formulating a plan to help achieve them.
