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Tim started his financial services career in 2012 and successfully gained the experience and qualifications required to be a financial planner, including the Financial Planning Diploma.

He is currently working towards his Chartered status, having already completed advanced exams in Long Term Care and Equity Release. 

Tim works closely with private clients to ensure their pension and investments are managed to their requirements in a timely manner and is at hand whenever needed. Tim is committed to our clients and always delivers the best financial advice and solutions.  

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

Mike Gordon FPFS

Technical Director, Chartered Financial Planner

Richard Hardy DipPFS

Financial Planner

Andrew Heap 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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