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Rachel, a graduate, joined the company in May 2005 from Standard Life in Manchester, where she had worked for five years as an IFA Support Representative dealing with Life, Pensions and Investments. Rachel’s role as a Paraplanner is to research clients’ requirements, using the Internet and various technical tools, and to prepare detailed reports for the advisers. She is also qualified to help clients with queries of a more technical nature. Rachel is qualified to Cert PFS level and continuously updates her technical knowledge by studying for professional examinations.

Rachel, who was married in 2007 and has a son and daughter, enjoys socialising, running, going to the gym and occasionally horseriding.

Other contacts

Dan Stokoe FPFS

Principal Designate

Trevor Clark Headshot

Trevor Clark FPFS

Director, Chartered Financial Planner

Ian Wilkinson

Managing Director

Steve Leicester APFS

Chartered 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
www.financial-ombudsman.org.uk

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