Maidstone
Nick joined Perspective in January 2025 when, Square One Wealth Management was acquired to integrate into Perspective Financial Group Limited
Nick joined Square One in 2010 and has been in financial services for over 20 years. In his early career Nick worked for major pension and investment providers as a consultant to advisors before moving to a London investment boutique.
Nick enjoys working with successful business owners during the different life stages from building a tax-efficient portfolio and plan for retirement to managing capital from the sale of a business and estate planning.
Nick is a former Sussex County Squash player and Rugby player with a passion for motorsports and cycling.
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
