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Jessica has worked in financial services for almost 20 years, starting as an administrator, before progressing to a Paraplanner and then to Financial Adviser, working for both Natwest and Santander.

Jessica then decided to return to Paraplanning in 2013 where she is able to use her technical knowledge and expertise to ensure the suitability of the advice provided to our clients. Her experience means that she is uniquely placed to understand both our clients and advisers needs.

Jessica has completed the Diploma in Financial Services and is working towards the Advanced Diploma, to attain her Chartered status, having completed the AF1 Personal Tax & Trust Planning and AF4 Investment Planning modules.

Other contacts

Tim Langman DipPFS, CertPMI

Managing Director

Graham Evans CertPMI

Compliance & Practice Manager

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Registered in England & Wales No: 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

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

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

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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