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Marc Carpenter FPFS

Office Principal

Marc joined Perspective (North West) Ltd in January 2023 as he admired our reputation for having the feel of a local firm but the strength of a national Group.

Marc has worked in the banking and financial world for the past 25 years and has been a Financial Planner for the last 9 years. Marc holds Chartered status, which is regarded as the ‘gold standard’ of professional qualification and a Fellow of the Personal Finance Society. His expert knowledge helps him formulate bespoke plans and advice tailored to clients to help them achieve their financial goals. Seeing clients achieve their financial goals during their working life and then retirement is hugely rewarding for Marc.

Marc is interested in most sports, particularly cricket, motorsport, and football – He has been a season ticket holder at Bradford City for more years than he cares to remember and currently trying – unsuccessfully – to convince his son to follow his lead.

Marc Carpenter

Telephone

01925 750380

Based

Chorley Office

Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY

Telephone: 01204 366522

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