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Jim joined Perspective (South West) Ltd in 2012, and has been a Financial Planner since 2016.

Jim has worked in a number of technical support and compliance roles within the financial services industry since graduating from De Montfort University in 2001 with a BA (Hons) degree in Business & Finance. 

He adopts a holistic approach to Financial Planning, focusing on the individual needs of the client and working with them to build a long-term, flexible financial plan that reflects their goals and ambitions.  Alongside pension, investment and protection advice, Jim also specialises in helping clients plan for the cost of long-term care.

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