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Julian has been a financial adviser for over 35 years, joining Perspective (West) Ltd in 2013, where he became a Director in 2015.

Julian is a member of Perspective’s Advisory Board and specialises in retirement and Inheritance Tax planning. His knowledge is enhanced by additional qualifications in Taxation and Trusts, Long Term Care and Equity Release.




Other contacts

Ian Wilkinson

Managing Director

Louise McCall FPFS

Chartered Financial Planner

Joe Devine DipPFS

Wealth Manager

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

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