Chesham
Sunil is a Chartered Financial Planner who joined Perspective in July 2022 and has been a Financial Advisor since 2001.
He brings over two decades of experience to his role and is committed to helping clients achieve the life they have worked hard for.
He holds a BA (Hons) in Financial Services and is a CII Chartered Financial Planner. Sunil supports clients with thoughtful, well‑structured advice, drawing on strong technical knowledge and a deep understanding of personal financial planning.
Sunil’s approach is rooted in understanding what truly matters to clients and their families, beyond the numbers alone. He enjoys easing the burden of managing finances by solving problems, offering reassurance and guiding clients towards their goals. Seeing good planning come together to help clients fulfil their ambitions is what he finds most rewarding.
Check out Sunil’s VouchedFor profile here.
I enjoy going for long walks, watching sports, playing table tennis at my local club each week and spending quality time with my family.
I have started a new hobby recently collecting watches especially vintage watches from around the world.
To travel multiple countries across all continents and to attempt cooking signature dishes from these countries.
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
