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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.

Other contacts

Tony Apps DipPFS

Managing Director

Jim Knights DipPFS

Financial Planner

Steven Leech


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


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