Halifax
Ross joined Perspective in May 2023. Ross was the founder and managing director of Brighter Financial Services, which is now part of our Group as Perspective (Brighter). Our client-first approach attracted Ross so he could continue to provide excellent service to clients.
Ross originally studied and worked as an analytical chemist then retrained to become a financial advisor in 2001 with the Zurich Advice Network.
Ross manages the office and supports his team’s development through training. Ross enjoys interactions with clients both new and existing. Providing advice to his clients and helping them reach their financial goals is very rewarding for him.
Check out Ross’ VouchedFor profile here.
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:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
