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We believe in strong, long-term client relationships to build your better future.

At Perspective (North West) Ltd we aim to provide you with a welcoming, professional environment where our team are polite, patient and well qualified. Our clients’ wishes are the focus of all advice and central to the mindset of the team.

Since 2001, we have been providing advice to individual clients with varying financial needs. We do not believe there is a ‘one-size-fits-all’ solution to all clients. We are committed to establishing the circumstances, needs, wants and aspirations of our clients to ensure that our advice is not only what you want but is also the right thing for you.

Financial advice is not only about ensuring your money is invested in the right place, it is also imperative that our advice ensures your money does not attract any unnecessary tax and that relevant ‘what if’ scenarios are considered – the real definition of holistic financial advice.

Whether working with individuals or working in partnership with fellow professionals, we believe that transparency and trust are imperative to a successful relationship.

The Financial Conduct Authority does not regulate taxation advice.

Key Contacts

Dan Stokoe FPFS

Office Principal

Trevor Clark FPFS

Chartered Financial Planner

Ian Wilkinson

Managing Director

Simon Allan DipPFS

Financial Planner

Will Cooke APFS

Chartered Financial Planner

James Cooper APFS

Chartered Financial Planner

Thomas Harrison DipPFS

Financial Planner

Steve Leicester APFS

Chartered Financial Planner

Phil Newton APFS

Chartered Financial Planner

Sophie Stradins DipPFS

Financial Planner

Registered in England and Wales No 4719736. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) 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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