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Ross Perry APFS

Director

Ross joined Perspective in February 2010, qualifying as a Financial Planner and in 2022 became Director of Perspective (South West) Ltd. He 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.

He loves working with people to understand what their financial and life goals are and then formulating a plan to help achieve them.

 

Telephone

01672 515991

Based

Marlborough Office

Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG

Telephone: 01672 515991

Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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

What to do if we didn’t get something right

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.

Should you not be 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 9123

www.financial-ombudsman.org.uk