Crystal Palace
James has nearly 20 years’ experience as a Financial Planner and is a Certified Financial Planner (CFP). He joined Perspective (South East) in 2013.
He is a member of the Chartered Institute for Securities & Investments (CISI), the Personal Finance Society (PFS) and the Association of Professional Financial Advisors (APFA).
He specialises in providing financial advice to private clients, working with clients to assess and manage their investment, pension, protection and tax/estate planning needs.
James offers a professional but friendly approach, providing impartial advice to each of his clients based on their individual needs and circumstances.
Check out James’ VouchedFor profile here.
The Financial Conduct Authority does not regulate taxation or trusts
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
