Towcester
Sam joined Perspective as part of the Fortitude acquisition. Sam has been an advisor for over ten years and he has always used the financial planning process to deliver real value to clients.
Sam’s role is to discover what is important to people and then make sure their financial arrangements are tailored to this. He is most interested in people more than anything else and he enjoys when someone opens up and tells him what is really important to them, this is when he feels he has the chance of delivering something of real value. Although everyone is different generally the financial planning process is the same. He builds financial models for clients so they have a framework for making big decisions.
Outside of work he plays the guitar and sings. He has been known to perform in the local village panto. He thinks that being able to laugh at himself helps in this job!
Check out Samuel’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
