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You have entered the pages of Perspective (South West) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

Having worked for Perspective since June 2018, I have transitioned from my initial administration role to paraplanner. I am currently part of the Perspective Academy and have completed four out of the six exams needed to become level 4 qualified; this will ultimately bring me one step closer to my aspiration to become a financial planner.

Other contacts

Tony Apps DipPFS

Managing Director

Ross Perry FPFS

Chartered Financial Planner

Jim Knights DipPFS

Financial Planner

Steven Leech


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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