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Tim has been a Financial Adviser for over 30 years and Managing Director of Perspective (South) Ltd and its former firms since 1998.

He is a member of Perspective’s Advisory Board and specialises in investment advice and tax solutions for High Net Worth individuals and families. He also focuses on advice to the corporate sector, assisting businesses through start up, growth and exit cycles.    

Tim has overall responsibility for the strategy, growth and delivery of the firm’s core business models, Wealth Management and Corporate Solutions.

Tim is a Diploma qualified member of the Personal Finance Society and a Certified Member of the Pensions Management Institute.  

*The FCA does not regulate Taxation advice.

Other contacts

Graham Evans CertPMI

Compliance & Practice Manager

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Denise Greaves

Administrator

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
www.financial-ombudsman.org.uk

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