Braintree
Neil joined Perspective following the merger of his former business Primera Wealth Management. Neil founded Primera Wealth Management in October 2017 following 2-years working as one of the leading Wealth Planners at the National advisory firm Bellpenny and has over 25 years’ experience in the financial services industry, which includes both banking and independent financial advice.
Neil specialises in pre and post-retirement planning, with a particular focus on pensions, investments and estate planning. He has a passion for client service and ensures this ethos has been ingrained in each and every team member at Perspective. Neil’s focus for clients is on providing added value and he has built an enviable reputation as a trusted source of financial advice.
When Neil is not in the office, he is a keen sports fan, enjoying football (a Leeds United Season ticket holder), golf and racquet sports.
The Financial Conduct Authority does not regulate taxation and trust advice.
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
