Skip to content
Close

You have entered the pages of Perspective (South) 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.

Joe joined the group via their Graduate Trainee Programme 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. He has also attained his Certificate in Investment Management from the Chartered Institute of Securities and Investments (formerly SII).

Joe’s primary focus within Perspective (South), 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. In recent years, Joe has also spent an increasing amount of time giving mortgage advice. Joe also works closely with professional introducers such as Accountants, Lawyers and Estate Agents.

Other contacts

Tim Langman DipPFS, CertPMI

Managing Director & Financial Planner

Graham Evans CertPMI

Compliance & Practice Manager

Debby Grinyer DipIP

Financial Planner

Registered in England & Wales No: 03120930. Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND.

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
www.financial-ombudsman.org.uk

Delivered by