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Vish Bhagat CFP™ Chartered MCSI

Chartered Financial Planner

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Vish Bhagat

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. 

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