Preston
Edward joined Perspective in February 2026.
He has been in the Financial Services industry since 2012, following his graduation from Newcastle University. Edward is a Chartered Financial Planner with the CII Level 6 Advanced Diploma in Financial Planning (APFS) and was recognised in 2025 by the Insurance Institute of Liverpool as one of their top three examination candidates. He advises across all areas of financial planning and is building specialist expertise in the NHS Pension Scheme.
Edward helps clients make confident, well-informed decisions by bringing clarity to complex financial matters. He takes care of the detailed work and keeps pensions and investments running smoothly, so clients can focus on what matters most. His goal is to help clients make the most of their resources and uncover planning opportunities they may not have considered.
Outside of work, Edward enjoys spending time with his wife and two young sons. He also plays tennis and padel and is a keen supporter of Manchester United and St Helens RFC.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
