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Joseph joined Perspective (South West) Ltd in 2021 as a Paraplanner in the Marlborough office.

Previously he spent 2 years as a Paraplanner/Trainee Financial Adviser for a small financial advice firm in Chippenham. He spent the last 16 years in financial services and has held a number of back office support roles which has given him a broad knowledge of financial services.

Joseph obtained his Diploma in Regulated Financial Planning in 2017. He aspires to continue studying and obtain the Advanced Diploma as well as a desire to build a successful career as a Financial Planner.

Other contacts

Ross Perry APFS

Chartered Financial Planner

Jim Knights DipPFS

Financial Planner

Tony Apps DipPFS

Financial Planner

Kevin Higgs DipPFS

Financial Planner

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


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