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Andrew has been a Financial Planner for 20 years and joined Perspective in 2019.

He specialises in pensions, investments, inheritance tax and succession planning for High Net Worth, corporate and trustee clients. Andrew offers clients a truly independent service, whilst working alongside a well-established accountancy practice.

Prior to joining Perspective, Andrew was a partner in a national wealth management firm, further developing his qualifications within the industry.

His early career was with Lloyds TSB Bank where he advised clients on pensions and investments. He was also seconded to the bank’s Offshore division on the Isle of Man, where he advised international clients on savings and investments.

 

 

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark FPFS

Director, Chartered Financial Planner

Sarah Chandler FPFS

Chartered Financial Planner

Joshua Clark DipPFS

Financial Planner

Simon Coward

Financial Planner

Tim Dawson DipPFS

Financial Planner

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Richard Hardy DipPFS

Financial Planner

Julie Hunter DipPFS

Financial Planner

Barry Hunt APFS

Chartered Financial Planner

John Illingworth DipPFS

Financial Planner

Brian Jacques DipPFS

Financial Planner

Brian Johnson DipPFS

Financial Planner

Rob Kinniburgh DipPFS

Financial Planner

Ray Prince CFP

Certified Financial Planner

Cecilia Reilly APFS

Chartered Financial Planner

John Sutcliffe DipFA

Financial Planner

Graeme Urwin DipPFS

Financial Planner

Claire Wilson DipPFS

Financial Planner

Charles Penn

Group Head of Marketing & Business Development

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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