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I have been a Financial Planner for 17 years, joining Perspective in 2016, and am a Director of both Perspective (South East) Ltd and Perspective (Thornton Springer) Ltd.

I am a member of Perspective’s Advisory Board and specialise in High Net Worth families and companies.

I am a Chartered Financial Planner and Fellow of the Personal Finance Society, the profession’s highest accolades, and have a wealth of knowledge in areas including Inheritance Tax Planning, Pension Planning, Investments and Tax Planning.

By creating a partnership with my clients this enables both myself, and them, to fully understand what it is that is truly important in their financial planning process. I believe that building relationships with clients is integral to any successful Financial Planner, as this instills confidence, faith, and empowers them to make informed decisions.

I began my career in Finance as an Accountant in 2003, working for one of the UK’s largest hotel and leisure businesses, gaining the AAT qualification. From 2007 onwards, I worked in the financial services sector including for two of the UK’s largest Banks, and then in 2011 as an Independent Financial Adviser, before joining Perspective in 2016 where I manage both our Maidstone and London offices.

Throughout this time, not only have I been dedicated to providing advice to both professional and private clients, I have continued to develop my knowledge in all areas of financial advice and have obtained qualifications to achieve the status of Chartered Financial Planner. I have a wealth of knowledge which allows me to be confident in providing advice in all areas, such as Inheritance Tax Planning, Pension Planning, Investments and Tax Planning.

I enjoy working as part of an established team, and value making strong connections with accountants and solicitors in order to be able to provide the most appropriate advice, and the highest level of service, to our clients.

In order to provide my clients with a visual representation of how their money can work for them, I utilise cash-flow modelling in my day to day planning – this provides my clients with the ability to take control of their financial future and to achieve financial independence. I feel that this is a vital tool in providing clients with a bespoke financial plan.


* *The FCA does not regulate taxation advice.

Other contacts

Mark Taylor, APFS

Director, Chartered Financial Planner

Kevin Mullins FPFS

Director of Wealth Management, Chartered Financial Planner

Mark Cashmore DipPFS

Financial Planning Consultant

Registered in England and Wales No: 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

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

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

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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