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James started his career in financial services in the mid 1990’s with an insurance company specialising in critical illness cover before moving to Scottish Equitable as a broker consultant.  This was followed by a role as a technical report writer with an Independent Financial Advisor company in Stockport before he became a Financial Advisor with a company in Warrington.  He held this position for eight years before joining the Perspective Group in 2013 and became a Chartered Financial Planner in 2017.

James lives in Bury and is married with two teenage children.  Time away from work is spent with the family and also playing tennis and golf as well as watching a local non-league football team.

Other contacts

Ian Wilkinson

Managing Director

Trevor Clark Headshot

Trevor Clark

Director, Chartered Financial Planner

Steve Leicester

Chartered Financial Planner

Registered in England and Wales No 4719736. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire SK9 3ND
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
www.financial-ombudsman.org.uk

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