Rotherham
Damian joined Perspective in January 2024 and brings 26 years of experience in the financial services industry.
He holds the Diploma in Financial Planning (FPC 1, 2 & 3) and a wide range of additional qualifications, including RO1 (Financial Services, Regulation & Ethics), CF8 (Long Term Care), J04 (Pension Funding Options), J05 (Pension Income Options), and the CISI Level 6 qualification in Pension Transfers and Planning Advice. This breadth of expertise enables Damian to provide comprehensive advice across all areas of financial planning.
Damian’s approach centres on helping clients make confident, well-informed decisions so they can enjoy the lifestyle they want—both now and in the future. He takes the time to understand each client’s goals, current financial position and aspirations, creating clear, practical plans that evolve as life changes.
He strongly believes that financial planning is about more than money; it’s about enabling clients to live the life they want while they are able to enjoy it. Only once a client’s objectives are fully understood does Damian consider the role financial products may play in supporting their plan.
For Damian, the most rewarding part of his role is guiding clients through their financial journey and helping them turn their lifestyle ambitions into reality.
Check out Damion’s VouchedFor profile here.
Travel and spending time at the gym
Written a book on “Financial Planning & Divorce”.
Helicopter ride over the grand canyon.
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
