Corby
David joined Perspective July 2025, as part of the Sapient Wealth Management acquisition.
He has worked in financial services all of his adult life, starting work in 1986, at age 18, with a life and pension company called Equity & Law.
David loves getting to know clients and understand their needs at a deep level, he most enjoys helping people achieve their goals and aspirations.
Outside of work David is a big family man. He enjoys to travel and is a keen golfer as well as a season ticket holder at Coventry City Football Club.
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
