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South West:

Jim Knights DipPFS

Director

Jim joined Perspective in 2012, and has been a Financial Planner since 2016. In 2022 he became Director of Perspective (South West) Ltd.

Jim has worked in a number of technical support and compliance roles within the financial services industry since graduating from De Montfort University in 2001 with a BA (Hons) degree in Business & Finance. 

He adopts a holistic approach to financial planning, focusing on the individual needs of the client and working with them to build a long-term, flexible financial plan that reflects their goals and ambitions. Alongside pension, investment and protection advice, Jim also specialises in helping clients plan for the cost of long term care.

Jim Knights

Telephone

01672 515991

Based

Marlborough Office

Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG

Telephone: 01672 515991

Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (South 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