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Prem Shergill CeFA, CeMAP, DipFA

Financial Planner

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Office:

Harpenden

Prem Shergill

Prem has been in the Financial Services industry for 21 years.

She holds the CeFA, CeMAP and DipFA qualifications, with expertise spanning financial planning, mortgage advice and holistic financial guidance. 

Prem’s approach is centred on understanding each client’s situation and objectives, then providing clear and practical guidance to help them make confident decisions. She focuses on straightforward communication and ensures clients always understand what is happening and why. The most rewarding part of her role is helping people feel more organised and in control of their finances. 

Outside of work, Prem enjoys spending time with her family and friends, travelling, walking and running. An interesting fact about her is that she has completed ten half marathons, raising money for her chosen charity. One thing on her bucket list is to go on a safari. 

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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