Oswestry
Julian joined Perspective in 2013 as it provided an ideal opportunity for him to do what he does best – assisting clients to achieve their financial goals. Julian became a member of Perspective’s Advisory Board in 2015.
Julian has been a Financial Planner for almost 40 years, specialising in retirement and inheritance tax planning. He started as a Financial Planner with Royal Life in June 1985, then became independent when financial services became regulated in 1988 and has remained independent ever since. He is a Chartered Financial Planner having enhanced his knowledge with additional qualifications in Taxation and Trusts, Long Term Care, Equity Release and Retirement Planning, amongst others.
Client relations are the best part of his job, with the satisfaction of seeing his clients achieve their financial aims, whether retiring as scheduled, setting their children up for the future or simply making the best use of the available tax breaks, being the best reward.
Outside of work Julian plays golf, rides a 1900cc motorcycle and enjoys scuba diving (but only in hot climates). He also helps his wife Vanessa with her charity fundraising, which fits well with his involvement in Freemasonry.
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
