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Louise joined Perspective (West) Ltd in October 2016 and has over 30 years’ experience in financial services having previously worked in an accountancy practice and private banking.

Louise is qualified to Advanced Level of the Diploma, is a Fellow of the Personal Finance Society and was awarded Chartered Financial Planner Status in 2016. She holds advanced qualifications in Taxation, Trusts, Pensions, Long Term Care and Investment Management, and her specialist area is Inheritance Tax planning.

She advises on many aspects of financial planning, with a focus on helping individuals plan for, and enjoy, their retirement. She is confident in providing clear advice and information to clients in a way that’s easy to understand.

 

The Financial Conduct Authority does not regulate taxation advice.

Other contacts

Ian Wilkinson

Managing Director

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
www.financial-ombudsman.org.uk

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