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Vish Bhagat CFP™ Chartered MCSI

Chartered Financial Planner

Vish is an experienced financial advisor who joined Perspective in 2021 and has over 10 years of experience in the Financial Services industry.

He is passionate about delivering high‑quality advice that gives clients confidence and peace of mind about their financial future.

He holds the Level 7 Certified Financial Planner (CFP™) qualification, the Level 6 Diploma in Advanced Financial Planning and is a Chartered Member of the Chartered Institute for Securities and Investments (CISI). These qualifications reflect his strong technical expertise and commitment to professional excellence.

Vish’s approach is centred on providing the best possible advice while building long‑term, trusted relationships with his clients. He takes pride in ensuring that all aspects of a client’s financial needs and objectives are carefully considered and enjoys supporting clients as their plans evolve over time.

Check out Vish’s VouchedFor profile here. 

Reviews and Ratings for Financial adviser Vishnu Bhagat, Watford
Vish Bhagat

Based

Rickmansworth Office

89 High Street
Rickmansworth
Hertfordshire
WD3 1EF

Telephone: 01923 896189

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

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Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk