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Mark Copsey

Regional Director

Mark joined Perspective through the merger of his former business Primera Wealth Management, forming Perspective (Chelmsford).

Mark brings a wealth of experience to Perspective, being appointed as a Regional Director for the wider business. Mark has worked in both operational and client facing roles and therefor has a unique knowledge of financial services, gaining knowledge from the banking, insurance and financial industries dating back to 1994. Mark has previous experience as a National Operations Director and will use this expertise to assist the wider Perspective offices, staff, and procedural structures. Mark is keen to ensure that client service and delivery are at the forefront of everything we do.

Mark is married and has a keen interest in motorsport, having previously raced his own kart. He now spends much of his time supporting the interests of his two young children and can still be found at kart circuits, but now as mechanic for his eldest son.

Mark Copsey

Based

Essex Office

Office E, Dutch Barn
Ford End
Nr Chelmsford
Essex
CM3 1LN

Telephone: 01245 847900

Perspective (Chelmsford) is a trading style of Perspective (Northants and Cambs) Ltd, which is authorised and regulated by the Financial Conduct Authority.

Perspective (Northants and Cambs) Ltd, Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (Northants & Cambs) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

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

www.financial-ombudsman.org.uk