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Jim joined Perspective (South West) Ltd in 2012, and has been a Financial Planner since 2016.

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.

Other contacts

Tony Apps DipPFS

Managing Director

Ross Perry FPFS

Chartered Financial Planner

Steven Leech

Paraplanner

Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

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

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

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.http://.financial-ombudsman.org.uk

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