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13 November 2020
Perspective
13 November 2020
Sometimes there is more than just dealing with your finances
We constantly strive to improve the proposition we offer our clients and actively provide support and encouragement to our advisors 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 Advisors (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 advisors, a trainee advisor and five support staff. Already highly qualified, we asked Gary why he considered the SOLLA qualification to be so important.
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