National advice group Perspective Financial has hired Dan Stokoe, the head of Schroders Personal Wealth for the central and east regions.
Stokoe has joined the consolidator as principal designate of the group's office in Lancashire. Before joining Schroders Personal Wealth, the Lloyds-Schroders tie-up, he spent 30 years with Lloyds Banking Group in senior wealth planning roles. Stokoe said: "I share the passion of the Group in their client-centric and professional approach. The highly qualified, professional team delivering independent advice to their clients is something that immediately attracted me to the Perspective brand which is growing quickly in reputation and visibility. "It has been brilliant to see how Perspe...
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