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Ross McFadzean APFS

Chartered Financial Planner

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Office:

Halifax

Ross McFadzean

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.

What to do if we didn’t get something right

The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

Should you have cause to complain, and you are not 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:

Contact

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

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk