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Ajay Khosla

Chartered Financial Planner

Office:

Nottingham

Ajay joined Perspective following the acquisition of Cockburn Lucas Independent Financial Consulting Ltd, bringing with him an impressive wealth of experience in the financial sector. With over 31 years in financial services and 10 years in banking, Ajay has built a career founded on trust, expertise, and client-focused solutions.

As a Chartered Financial Professional, Ajay is highly qualified and committed to delivering exceptional service. His role involves working with a diverse range of clients, ensuring they feel safe, supported, and engaged throughout their financial journey. Ajay takes pride in understanding each client’s unique goals and helping them achieve them to the best of his ability. 

What Ajay enjoys most about his role is meeting people, building strong relationships, and guiding them toward fulfilling their aspirations. His approach is centered on trust and clarity, making complex financial decisions easier for clients. 

Outside of work, Ajay is a dedicated family man who loves football, playing golf, and traveling whenever he can. 

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What to do if something goes wrong

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:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm