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 advisers 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 Advisers (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 advisers, a trainee adviser and five support staff. Already highly qualified, we asked Gary why he considered the SOLLA qualification to be so important.

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