Tim started his financial services career in 2012 and successfully gained the experience and qualifications required to be a financial planner, including the Financial Planning Diploma.
He is currently working towards his Chartered status, having already completed advanced exams in Long Term Care and Equity Release.
Tim works closely with private clients to ensure their pension and investments are managed to their requirements in a timely manner and is at hand whenever needed. Tim is committed to our clients and always delivers the best financial advice and solutions.
Telephone
07559 902340
Based
Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS
Telephone: 0191 217 3340
Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be 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 9123
Perspective Financial Group Ltd are the data controllers of any personal data you provide to us on this form. For further information on how we use your personal data, please click here to see our Data Protection Statement.