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Ross McFadzean APFS

Chartered Financial Planner

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 adviser 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.

Ross McFadzean

Based

Halifax Office

66 West Street
Sowerby Bridge
Halifax
HX6 3AP

Telephone: 01422 832100

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Perspective (Brighter) is a trading style of Perspective (North East) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) Ltd, Registered in England and Wales No 04163906 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk