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Will Cooke APFS

Chartered Financial Planner

Will joined Perspectives Warrington Office (North West) Ltd in 2021 as part of Prolific acquisition. He has over 10 years’ experience in financial planning and wealth management and is a Chartered Financial Planner.

After joining Prolific as a Graduate, he was enrolled for all his exams all the way to Chartered. He worked his way through starting as an Administrator to Paraplanner to Chartered Financial Planner.  Will also has a qualification in long-term care planning.

Will’s hard work and determination certainly extends to his clients. He enjoys getting to know his clients personally and gets a true understanding of what is important to them, putting a plan in place and giving them peace of mind, not just for them but their families so that they are on track to meet their goals. Meeting them regularly and seeing the plan in place take shape, is rewarding.  

 

Will Cooke

Telephone

01925 750380

Based

Warrington Office

The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF

Telephone: 01925 750380

Perspective (North West) Ltd, Registered in England and Wales No 4719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley 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.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123

www.financial-ombudsman.org.uk