Biography
Perry principally works with clients within the financial services sector and companies or groups with private equity funding. Perry works with a broad range of clients including wealth and investment managers, mortgage brokers, lending and credit companies, fintechs and insurtechs, with a particular specialism in insurance intermediaries.
Perry has worked in the financial services sector for over ten years and is a member of the firm’s Financial Services Leadership Team as well as insurance lead.
Perry believes in building long-term client relationships in order to best advise on their day-to-day business needs, strategy, expansion and exit plans including solvency, capital adequacy, mergers and acquisitions for a number of clients. As a result of his client base he also has experience of reporting on client money issues.
When asked what motivates him, Perry answers:
"I’m passionate about the financial service sector and the role it plays in our economy. The market is exciting and always moving, be it through acquisitions and private equity involvement or as a result of constant innovation in new approaches or products to take to market."
When not at work Perry loves spending time with his wife and two children, regularly attends Crossfit classes and enjoys playing golf - when time allows.
Perry’s RSM timeline:
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2019: appointed to Financial Services Leadership Team with responsibility for the South of England
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2015: promoted to Partner
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2011: promoted to Director
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2013: joined RSM as supervisor