Darlington
Anthony joined Perspective in December 2022 and has been working in the financial services industry since 2015.
He holds a Level 4 Diploma in Regulated Financial Planning, providing him with a strong technical foundation to support clients across a wide range of financial needs.
Anthony is passionate about delivering holistic financial planning, helping clients achieve their personal and financial goals with clarity and confidence. He places a strong emphasis on financial education, ensuring clients fully understand the decisions they are making. By cutting through technical jargon, Anthony empowers individuals and families to make informed choices that align with their long-term objectives.
What Anthony enjoys most about his role is guiding clients on their financial journey and seeing the positive impact that clear, well-structured planning can have on their lives.
As a father of 3 my time outside of work is full of family days out and taxiing the kids round to their various clubs.
Before being a financial advisor, I was a teacher.
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
