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Tim is MD at Perspective Financial Management, having first joined the firm in 1998.

Tim has overall responsibility for the strategy, growth and delivery of the firms core business models, Wealth Management and Corporate Solutions. He is a specialist with the new Workplace Pensions legislation, and has completed the Certificate in Pensions Automatic Enrolment with the Pensions Management Institute.

Tim has always worked closely with the management and advisory team and over the past number of years has considerably grown the business organically and crucially through 6 acquisitions.

The Wealth Management side is a key focus and through the development of model portfolios and focused asset migration, private client funds under advice are now in excess of 300m.

Perspective Corporate Solutions provides advice in key legislative areas to over 250 companies ranging from start up, growth phase, all the way through to exit.

Other contacts

Joe Reed FPFS

Technical Director & Chartered 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

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