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Sophie joined Perspective in 2021 as a Financial Adviser. She holds a diploma in financial services, after studying Politics at postgraduate level, and aspires to gain Chartered status.

Sophie has a particular interest in corporate financial planning, as well as providing financial education in the workplace, due to the positive impact this can have on people.

In her leisure time Sophie enjoys baking and is buying her first house so has a keen eye for interior design and upcycling old, unloved furniture!

Other contacts

Dan Stokoe FPFS

Office Principal

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

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