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North West:

Jake Waterfield APFS

Chartered Financial Planner

Jake joined Perspective (North West) Ltd as a financial planner in June 2024.

He joined the industry when he left university in 2016 and has been a Financial Planner since 2020. Before becoming a financial planner, he worked as an administrator and Paraplanner.

Jake finds it rewarding to help his clients meet their financial goals and sees the relief this brings, whether it be retirement or planning a once in a lifetime holiday.

In his free time, Jake enjoys traveling and supporting his football team. He also spends time socialising with friends by playing Padel regularly and going to the gym

Based

Warrington Office

The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF

Telephone: 01925 750380

Perspective (North West) Ltd, Registered in England and Wales No 04719736. 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.

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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