Perspective Celebrates 16 Advisors in VouchedFor’s 2025 Guide

We are proud to announce that 16 of our Financial Advisors have been recognised in the prestigious VouchedFor 2025 Top Rated Advisor Guide published in The Telegraph. This remarkable achievement is based on outstanding client feedback and further reinforces Perspective’s unwavering dedication to putting clients at the heart of everything we do.

As one of the UK’s largest and most client-focused financial planning and wealth management firms, this recognition from VouchedFor not only highlights the professionalism and excellence of our individual advisors but also showcases how we consistently deliver on the Financial Conduct Authority’s Consumer Duty requirements.

Below are the Perspective advisors featured in the 2025 Top Rated Guide:

Perspective (North East) Ltd:

• Jamie Tocher, Director – Newcastle Office

With over 20 years of experience in financial services and a background in investment banking, Jamie brings seasoned expertise to clients in the region.

• Joshua Clark, Financial Planner – Newcastle Office

One of the first graduates of Perspective’s Training, Joshua has been with the Group since 2012 and continues to deliver tailored, high-quality financial advice to clients.

• Michael Walker, Financial Planner – Darlington Office

With over 15 years in the industry, Michael joined Perspective in 2024 and is passionate about delivering expert guidance.

Perspective (North West) Ltd:

• Olivia Lowe, Chartered Financial Planner – Oswestry Office

Olivia joined Perspective in 2019 and continues to provide thoughtful, personalised advice to her clients.

Perspective (Brighter):

• Ross McFadzean, Chartered Financial Planner – Halifax Office

Founder of Brighter Financial Services, Ross joined Perspective in May 2023 and continues to lead with integrity and innovation.

• Jonathan Myers, Financial Planner – Halifax Office

Also part of the Brighter team, Jonathan has worked in financial services since 2008 and brings deep technical knowledge to the Group.

Perspective (South West) Ltd:

• Jim Knights, Director of Financial Planning – Marlborough Office

A Perspective advisor since 2012, Jim became a Director in 2022 and is known for his thorough and client-first approach.

• Ross Perry, Director of Financial Planning – Marlborough Office

Ross joined Perspective in 2010 and brings over 20 years’ experience, working with a long-standing client base built on trust and results.

Perspective (Central & East) Ltd:

• John Stimpson, Financial Planner – Corby Office

With over 25 years in financial services, John has been a trusted member of the team since 2021.

Perspective (Home Counties) Ltd:

• Sunil Karia, Chartered Financial Planner – Chesham Office

With over 20 years of experience, Sunil joined in 2022 and consistently receives excellent feedback for his client-focused service.

• Lewis McGonigal, Financial Planner – Chesham Office

Lewis has been in financial services for over 5 years and is committed to continuous professional development.

Perspective (Gould Financial Planning) Limited:

• Mark Redman, Financial Planner – Cardiff Office

With 18 years of experience, Mark joined Perspective in March 2023 as part of the Gould Financial Planning acquisition.

The VouchedFor 2025 Top Rated Advisor Guide celebrates the highest-rated financial advisors across the UK, based on verified client reviews. To achieve this prestigious recognition, each advisor must have received at least 10 client reviews, maintained an average rating above 4.5 out of 5 stars, and successfully passed VouchedFor’s stringent background and compliance checks.

This public recognition not only validates the commitment our advisors demonstrate daily but also reflects the Group’s culture of client-first service, transparency, and professional excellence.

With over 165 Financial Advisors, 50 offices nationwide, and more than £10 billion in Assets under Advice, Perspective continues its rapid growth and is proud of its deep and lasting relationships with over 40,000 clients.

To find out more about the award-winning advisors at Perspective or to read their individual VouchedFor reviews, please visit https://www.vouchedfor.co.uk