Braintree
Lee joined Perspective on the 1st December 2023 as part of the Park Lane IFA Ltd acquisition.
Lee qualified as a financial advisor back in 2014 and has been providing clients with holistic financial planning solutions ever since. In total, he has been working in the Financial Services Industry for 20 years.
He has long-standing relationships with nearly all of his clients and what interests him most about his role is providing holistic financial planning for his clients and assisting them in meeting their personal and financial goals provides Lee with the satisfaction that he is making a difference to their financial position over the medium to longer term.
Outside of work Lee enjoys holidays, spending time with his wife and children, playing golf, keeping fit and watching sport, whether that’s on TV or watching his children play at the various clubs they attend!
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
