Braintree
Gareth joined Perspective (East Anglia) Ltd in November 2022 as he shared our values which have our clients at the heart of everything we do.
Gareth previously worked in London as a trader and is well-versed in the financial markets. He later became a life insurance advisor and in 2018 gained his level 4 Diploma in financial advice and has been advising clients on their financial needs ever since.
His role is to help clients with their financial goals. Gareth enjoys helping clients understand their current finances and establish plans to help them achieve their retirement goals.
Gareth enjoys being out on the rugby pitch, he’s coached his son’s teams and occasionally plays a game or two himself. He loves travelling and tries to get away as often as possible. He has taught himself Spanish to help on his travels.
Check out Gareth’s VouchedFor profile here.
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
