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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.

Ceri joined the Financial Services profession in 1995 with Scottish Widows initially and subsequently with Equitable Life. He became an Independent Financial Adviser in 2001 and co-founded Ad Valorem Wealth Management LLP with Derek Baptist in 2010. Ceri has subsequently become Financial Planning Director for Ad Valorem Wealth Management Solutions Limited.

Ceri graduated with an Economics degree and on leaving University joined a Dutch shipping company as a Graduate Trainee. He subsequently joined the European division of an American Fortune 500 company where he became Business Manager and traveled extensively throughout Western Europe including frequent visits to the manufacturing plant in Sweden. He was relocated from the London office to Manchester in 1993.

 

Other contacts

Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Jon Salt

Senior Administrator

Andrea Harvey

Client Services Manager

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
www.financial-ombudsman.org.uk

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