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Tim is Managing Director of Perspective (South) Ltd, having first joined the firm in 1998.

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

Tim has always worked closely with the management and advisory team and over the past few years has considerably grown the business.

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.

 

Other contacts

Joe Reed FPFS

Technical Director & Chartered Financial Planner

Graham Evans CertPMI

Compliance & Practice Manager

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