Skip to content

Accessibility tools

From a landline: 0161 244 9759

From a mobile: 0330 053 9349

Client Portal

John Davies DipFA

Director

John is degree qualified in Financial Services and progressed to a career which now spans over 25 years. Having taken the reigns at Perspective (North) in 2012 John specialises in holistic financial planning helping clients with Saving, Investing, Retirement Planning, tax planning, family & business protection, estate planning and family financial planning. He has experience of working with other professionals to support a core financial plan such as the family solicitor or accountant to create a rounded home for his clients. John can also help business owners with a range of planning measures to protect and improve the finances of their business.

Over his career John has developed a specialist knowledge of the lending market and holds dedicated qualifications to advise clients on mortgage lending and later life lending in particular, holding the Certificate in Mortgage Advice and the Certificate in Regulated Equity Release.

Taking great satisfaction in his work John has great pride in having supported hundreds of clients over the years in achieving their financial goals.

John also sits on the Perspective Advisory Board giving a meaningful voice to his business and his clients in shaping the future of the business.

The Financial Conduct Authority does not regulate taxation, trusts or occupational pension schemes

John Davis

Telephone

01909 560677

Based

Dinnington, Sheffield Office

Unit 2, Clock Court
Campbell Way
Dinnington
Sheffield
S25 3QD

Telephone: 01909 560677

Perspective (North) Ltd, Registered in England and Wales No 4021420. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

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