Maidstone
Samuel has been a Financial Planner for over 17 years, joining Perspective in 2016 and is a Director for Perspective (South East) Limited.
He is a member of Perspective’s Advisory Board and specialise in High Net Worth families and companies.
Samuel is a Chartered Financial Planner and Fellow of the Personal Finance Society, the profession’s highest accolades, and have a wealth of knowledge in areas including Inheritance Tax Planning, Pension Planning, Investments and Tax Planning.
He began his career in Finance as an Accountant in 2003, working for one of the UK’s largest hotel and leisure businesses, gaining the AAT qualification. From 2007 onwards, he worked in the financial services sector including for two of the UK’s largest Banks, and then in 2011 as an Independent Financial Planner, before joining Perspective in 2016 where he manages both our Maidstone and London offices.
The Financial Conduct Authority does not regulate taxation or trusts
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
