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James Stokoe Chartered FCSI

Financial Planner

James joined Perspective in London in 2021. He has a wealth of experience having worked in the private banking sector for over 30 years with some of the largest banks in the world.

James is a Chartered Fellow of the Chartered Institute for Securities and Investments reflecting his commitment to the highest standards of knowledge, skills and expertise.

He enjoys helping clients achieve their financial and life goals through careful financial planning and regular reviews, providing advice on all areas of financial planning to both private and corporate clients. His areas of specialist expertise include estate planning, retirement planning, investments and tax planning. 

Telephone

020 3713 8920

Based

Crystal Palace Office

Foresters Hall
25 – 27 Westow Street
London
SE19 3RY

Telephone: 020 3713 8920

Perspective (Thornton Springer) Ltd, Registered in England and Wales No 03003079. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Thornton Springer) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Thornton Springer) Ltd is a subsidiary of Perspective Financial Group Ltd.

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