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Thom joined Perspective in 2020 having worked in financial services for 8 years and is working towards achieving the prestigious Chartered Financial Planner status. He shares his time between Perspective (North West) Ltd in Chorley and Perspective (Thornton Springer) Ltd in London.

He specialises in providing holistic financial planning advice to individual clients and has additional qualifications in Discretionary Investment Management and Long Term Care needs.

Thom also specialises in providing advice to clients with complex needs.

He previously worked as a risk and compliance consultant on behalf of ‘Big 4’ audit firms and major retail banks. He designed and implemented compliant procedures – including for the assessment and handling of complex vulnerability concerns – for major rectifications projects. He also sat on a range of forums, providing guidance and advice on complex and contentious issues.

Prior to working in Financial Services, Thom enjoyed working as a Sound Engineer, working with live and recorded music, theatre and dance, specialising in classical and acoustic music.

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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