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Trevor has over 30 years of financial planning experience and is a Director of Perspective (North East) Ltd and Perspective (North West) Ltd. Prior to financial planning, Trevor was a Pensions Manager with British Gas.

He is a member of Perspective’s Advisory Board and specialises in pensions and advising High Net Worth families and companies.

He is a Chartered Financial Planner, regarded as the profession’s highest accolade, and is a Fellow of the Personal Finance Society, the financial planning arm of the Chartered Insurance Institute.

 

Other contacts

Ian Wilkinson

Managing Director

Steve Leicester APFS

Chartered Financial Planner

James Cooper 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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