Skip to content

Vish Bhagat CFP™ Chartered MCSI

Chartered Financial Planner

Back to search
Vish Bhagat

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. 

Ready to speak to an advisor?

What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm