CAMPBELL HARRISON - Key Persons
Adam joined Perspective in November 2021 and has worked in the Financial Services industry since 2018, after graduating from the University of Liverpool with a degree in Biological Sciences.
Adam completed his CII Level 4 Diploma in Regulated Financial Planning in 2023 and is looking to build on this by working towards achieving Chartered Financial Planner status.
Adam enjoys getting to know his clients on a personal level, building trust and providing them with a clear and concise plan to help to achieve their financial goals. He provides advice to a large range of clients with differing needs and objectives and he prides himself on being able to explain the complexities of financial planning in simple terms.
Outside of work, Adam also enjoys spending time with his family, looking after his young son. Adam is passionate about sport and keeps fit by playing football and going to the gym.
Alex has been an independent financial adviser since 1989, initially forming the firm Campbell Harrison Ltd with John Harrison in 1994 and becoming Managing Director in 2008. Campbell Harrison Ltd joined the Group in September 2023, known as Perspective (Campbell Harrison).
The decision to join us was to ensure that clients continued to receive a high-quality service that shared the same client-centric ethos as their own. Alex has been a pension transfer specialist since 1994 and has held the Investment Management Certificate since 1996. Alex believes that his main role is to help clients feel good about their future and he has a reputation for giving straight forward advice.
He believes that being an expert at what you do is important, but it's only valuable if we can really understand the unique needs of each and every client. That's what makes the difference.
Job Titles:
- Mortgage & Insurance Adviser
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- Director, Financial Planner
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- Chartered Financial Planner
Job Titles:
- Director, Chartered Financial Planner
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- Group Head of Marketing & Business Development
Job Titles:
- Chartered Financial Planner
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- Chartered Financial Planner
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- Chief Executive Officer
- Managing Director
- Director, Financial Planner
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- Chartered Financial Planner
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- Certified Financial Planner
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- Mortgage and Insurance Adviser
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- Technical Director & Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Technical Director, Chartered Financial Planner
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- CFPTM Chartered FCSI ( Financial Planning )
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
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- Head of Mergers & Acquisitions
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
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- Financial Planner & Compliance Officer
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Job Titles:
- Chartered Financial Planner
Perspective (Marlborough Place) is a trading style of Perspective (North West) Ltd which is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) Ltd, Registered in England and Wales No 4719736 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (North West) Ltd is a subsidiary of Perspective Financial Group Ltd.
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