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Joe started his career in financial services in 2008, joining Perspective (West) in 2016 having completed his Diploma in Regulated Financial Planning.

He started at Perspective as a Trainee Adviser/Paraplanner and was promoted to Adviser in 2018. Since then, Joe has gained further qualifications towards achieving Chartered status.

Joe specialises in many areas of financial planning with a focus on helping individuals plan for and enjoy their retirement.

 

Other contacts

Ian Wilkinson

Managing Director

Louise McCall FPFS

Chartered Financial Planner

Registered in England and Wales No: 05436958. Registered office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (West) Limited is authorised and regulated by the Financial Conduct Authority.

Perspective (West) 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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