Skip to content

You have entered the pages of Perspective (Midlands & Cheshire) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

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.


Other contacts

Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Registered in England and Wales No 7935927. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Midlands & Cheshire) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (Midlands & Cheshire) Ltd is a subsidiary of Perspective Financial Group Ltd.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123

Delivered by