Halifax
John joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).
John has been with HSBC for almost eight years, firstly working as a mortgage associate, then as a mortgage advisor for First Direct for 2 years and then in sales quality checking mortgages and protection for almost 4 years.
He studied for DipPFS before he joined Brighter in Nov 2020 as a trainee independent financial advisor (IFA) and mortgage/insurance broker before he became a full-time independent financial advisor (IFA) in 2022.
As an IFA he reviews pensions, investments, insurance, and estate planning for personal and commercial clients.
He finds financial matters interesting because it’s very much like working out a puzzle, with the outcome of helping clients achieve their financial goals. He enjoys dealing with all types of clients, no day is ever the same. Helping clients arrange their affairs to give them more opportunities in life is very rewarding.
Check out John’s VouchedFor profile here.
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
