Braintree
Marvin joined Perspective (East Anglia) Ltd in April 2024 as a Financial Planner.
He has 6 years of experience in the Financial Services sector. Marvin started his career in Private Client Tax before moving to Wealth Management, realising he wanted a role that involved holistic Financial Planning.
Marvin’s commitment to financial advisory is deeply personal. Witnessing financial challenges in his own family during childhood, he developed a strong passion for guiding others towards financial security and freedom.
Marvin believes that building strong chemistry with clients is essential to fostering the trust necessary to assist them in the long term.
In his role, Marvin enjoys helping his clients achieve their financial goals and takes great satisfaction in seeing them happy when they do so.
In his free time, Marvin enjoys working out, running, and occasionally indulging in salsa dancing. He is a football enthusiast who loves both playing and watching the sport.
Check out Marvin’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
