Chorley
Baijul joined Perspective in October 2022 as he wanted to work for a national firm of financial planners where the brand was established and progressive.
Baijul has been working in the Banking & Financial Services Industry since 1989. He started his career with the Woolwich Equitable Building Society and became a Financial Planner in 1996 and has also held tied advising roles with Lloyds TSB (LTSB), Santander & AXA. Baijul has also held IFA roles with Bradford & Bingley, Woolwich Independent Financial Advisory Service and more recently with a directly authorised Whole of Market IFA practice.
His role involves meeting clients to understand their financial planning needs & objectives and thereafter putting plans in place to work towards their ultimate goals & aims. He finds helping clients on their financial journey and building a solid lifetime financial planning relationship most rewarding.
Baijul has a wealth of experience and knowledge which makes him great at his job. He has obtained the London Institute Banking & Finance (LIBF) Level 4 Diploma for Financial Planners qualification, the Chartered Insurance Institute (CII) Level 3 Certificate in Financial Planning, the LIBF Level 3 Certificate in Mortgage Advice & Practice and the CII Financial Planning Certificate.
Outside of work Baijul enjoys reading, interior design, theatre, keeping fit and active and enjoys watching most sports.
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
