Southend-on-Sea
Paul joined Perspective in 2022 having worked in financial services since 1980.
He initially worked for a small direct sales business concentrating on savings and protection, before moving on to a large multi-office general insurance broker based in the South and South East of the UK, where he acted as the financial advisor covering offices over a large part of Essex.
This was followed in the 1990’s by 10 years at a local general insurance broker with an independent financial advisors (IFA) subsidiary, dealing with mortgages and investments, as well as pensions and protection for both private and corporate clients.
Over the next 20 years were again as an IFA, associated with an accountancy business that was founded in 1934. During most of that time (the 20 odd years, not since 1934!), he was also a director and shareholder of the business, dealing predominantly with new clients’ investment and pension needs, as well as providing an ongoing service to existing clients, including inheritance tax (IHT) planning.
Outside work, Paul enjoys cooking, spending time with his family (especially the grandchildren), going out locally (he lives in a Victorian conservation area, a few minutes’ walk from the world’s longest pleasure pier), and holidays, with Mallorca being a regular favourite, especially as it can be reached via an airport that’s only 10 minutes from home.
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
