Amersham
Nick joined Perspective in September 2024 as part of the PW White & Partners. He joined because he felt Perspective share the same values and principles as he does with a focus on clients and client outcomes.
Nick first joined the Financial Services industry in 1988 and has seen the introduction of regulation and the many changes over the years. For the majority of that time, he has been a Financial Planner.
Nick enjoys meeting with clients and being able to discuss their financial circumstances and objectives. He takes great pleasure out of being able to provide a solution for clients, in particular those approaching or in retirement where he feels his advice can be invaluable in helping them navigate the different options and solutions available.
His main hobbies are around sport (in particular Football and Cricket) and walking/hiking (most recently climbing Kilimanjaro for charity). He also enjoys family life and in particular holidays with his family. He likes travelling and seeing different parts of the world which he intends to do more of.
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
