Ross Perry

Ross Perry

Perspective (South West) Limited

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Marlborough
View location

Top Rated 2026
Verified since: November, 2025

4.8 out of 5

94 reviews


Checks carried out by VouchedFor

  • FCA Status: Pending

    This check is pending

    Checks for Ross and/or the firm they work for (or are appointed representatives of) are currently pending

  • 43

    Recent Client Reviews

    Verified reviews: 100%

    Ross has received 43 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 04 June 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

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  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Ross

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ross (based on 3 first impressions)

About

I’m a Chartered Financial Planner with over 25 years’ experience in Financial Services, and I’ve been part of Perspective since 2010. I love working with people to understand what really matters to them — both financially and personally — and then building a clear, practical plan to help them achieve their goals. Being Chartered is widely recognised as the gold standard in our profession, and it reflects my commitment to delivering the highest level of advice and service. Whether it’s planning for retirement, investing wisely, or simply gaining clarity and confidence around your finances, I’m here to help you make informed decisions that support your future.