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Charles joined Perspective in 2018 and heads up the Group's marketing and business development activity nationally, across all 17 offices and 200 staff.

As a client-centric Group, communicating regularly and effectively with clients is a key element of Perspective’s success, hence our integrated approach involving client newsletters, updates on financial markets, events, digital media and media relations. Charles also leads on developing the Group’s relationships with other professional services firms including lawyers and accountants.

His previous roles include Head of Marketing at Sintons law firm and management consultancy with Deloitte. He started his career in marketing with Procter & Gamble.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Brian Jacques DipPFS

Financial Planning Consultant

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

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