Cardiff
Hollie, Director of Perspective (Gould Financial Planning) Ltd, formally known as Gould Financial Planning, joined the Group in March 2023. It was important to Gould to provide a long term sustainable future for their clients and staff. We shared their client-centric culture and offered exciting opportunities for their clients and staff alike.
Hollie has over 16 years of experience in the financial services industry, as her first full-time job she joined Gould Financial Planning as an administrator. Hollie worked her way up through the business to a technical paraplanner before being appointed to a senior management role of Director in January 2019.
Hollie’s role entails managing the effective running of the firm, ensuring that the client service is first class by overseeing both the output from the firm and creating an environment for their team to develop into experienced administrators and paraplanners. Dealing with the internal matters associated with running an office effectively, frees up the financial planners’ time so they can concentrate on what matters most, their clients.
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
