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We are pleased to announce that Dan Stokoe, former head of Schroders Personal Wealth for the central and east region, has joined Perspective.

Dan has been appointed as Principal Designate of the Group’s office in Chorley, Lancashire. Prior to Schroders, he spent 30 years with Lloyds Banking Group in senior management roles in wealth planning.

Ian Wilkinson, Chief Executive Officer of Perspective Financial Group Ltd said: “We are delighted that Dan has joined us. This is a further step in delivering the Group’s stated strategy of growth through both acquisitions and organic growth and we welcome him to the Group.

“The North West region has considerable growth potential for us and we look forward to Dan using his experience and expertise to help shape our developments in this area.”

Dan Stokoe, Principal Designate, Perspective (North West) Ltd said: “I am delighted to join Perspective at such an exciting time. I share the passion of the Group in their client-centric and professional approach.  The highly qualified, professional team delivering independent advice to their clients is something that immediately attracted me to the Perspective brand which is growing quickly in reputation and visibility.

“It has been brilliant to see how Perspective retains the benefits of local offices and their long term relationships, whilst combining this with the strength of the national business.

“Perspective’s clear and impressive ambition was another key factor in me joining.  I look forward working with my new colleagues across the Group as we combine our experience to drive the growth of the business.”

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Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

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