Corby
Simon decided to join Perspective (Central & East) Limited in November 2022, as it was clear that the firm demonstrated a truly client-focused approach to holistic independent advice.
He has over 12 years of experience working across both restricted and independent advisory roles with specialist knowledge in several areas. Simon’s help puts clients in a position where they can make informed choices about their financial future. His role is more than giving advice, it also helps clients to better understand what they have and how it can be utilised to achieve their objectives.
Away from the office, family life keeps Simon busy, especially trying to keep up with house DIY and renovations. Simon enjoys Rugby, Cycling, Badminton and Sailing.
Check out Simon’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
