Joining Perspective as an administrator in June 2021, Brandon has since progressed to the Integrations team in October 2022 and more recently has joined the M&A team as an Integration Project Coordinator in Nov 2023.
Brandon has worked in Financial Services for 4 years and previously worked in a smaller financial advisors firm. In 2023 he decided to take on a new challenge and choose to move into the Mergers & Acquisitions (M&A) team where he can work in a fast-paced environment.
Within his role Brandon supports and creates a smooth and seamless journey for acquisitions to integrate into the group. He enjoys being able to use his problem-solving skills for any challenges that may occur.
Brandon aims to be a Project Manager in the future and is there for working towards his PRINCE 2 Project Management qualification to help him achieve this goal. He has already achieved his R01, R02 & R05 and will try to continue with these on the side of his day-to-day work.
Outside of work he spends a lot of time watching Brisca F1 Stock Car Racing and travelling around the country to various tracks with friends & family.
He also competes in the 1/12th Scale Remote Control Stock Cars and has been successful in winning various championships including British, European & World Championships.
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
