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Joe joined Perspective as a Graduate Trainee in 2002 having graduated with a 2:1 BA(Hons) degree in Financial Services from the University of Northumbria.

Since joining Perspective, Joe has completed the Advanced Diploma in Financial Planning with the Chartered Insurance Institute and was awarded the Fellowship of the Personal Finance Society in December 2017, also winning the 2017 Mike Jackson trophy for being the member of the Insurance Institute of  Luton and St Albans who obtains the best life/financial services completion during the year. He has also attained his Certificate in Investment Management from the Chartered Institute of Securities and Investments.

Joe’s primary focus within Perspective (South) Ltd, is working with private clients to assess and manage their pension and investment requirements. This involves working closely with clients to ensure timely and best advice is provided whenever needed. Joe also works closely with professional introducers such as Accountants, Lawyers and Estate Agents.

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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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