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We constantly strive to improve the proposition we offer our clients and actively provide support and encouragement to our advisers to increase and expand their knowledge base. A good example of this was at our Home Counties office in Chesham, Bucks, where the Managing Director, Gary Ross has recently been successful in achieving Full Membership of the Society of Later Life Advisers (or SOLLA).

We wanted to know more about what drove Gary to acquire this accreditation and therefore we caught up with him recently at his office. Gary has been with Perspective since 2012 where he works with three other qualified advisers, a trainee adviser and five support staff. Already highly qualified, we asked Gary why he considered the SOLLA qualification to be so important.

 

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Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

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

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.http://.financial-ombudsman.org.uk

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