Vish Bhagat CFP™ Chartered MCSI

Office:

Rickmansworth

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.

How do you like to spend your time outside of work?

I enjoy spending time with my family and traveling the to various parts of the world. Along side this, I’m a keen cook.

What’s an interesting fact about you?

I used to play semi-professional cricket.

What is one thing on your bucket list?

I want to experience the African Safari.