Dan joined Perspective in 2021 as Office Principal of Perspective (North West) Ltd in Chorley.
Dan is an experienced Head Of Planning, Fellow qualified through CII, with a demonstrated history of working in the financial services industry. Skilled in Leadership, Providing Advice, Working With High Net Worth Individuals, Sales Management, Business Relationship Management, Risk Management, Private Banking and Back Office Support Management.
Dan is also Head of Perspective’s Training Academy.
Telephone
07425 740928
Based
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
Telephone: 01204 366522
Perspective (North West) Ltd, Registered in England and Wales No 4719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) 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
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