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Andrew Heap DipPFS

Director of Financial Planning

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Office:

Darlington

Andrew Heap

Andrew joined Perspective in January 2020, bringing with him over 25 years of experience in the financial services industry.

He is a Diploma-qualified Independent Financial Adviser (IFA) with particular expertise in long-term care planning and retirement planning for aviation professionals. In addition, Andrew works closely with chartered accountants, supporting owner-managed business clients with tailored financial strategies.

Andrew’s approach is built on strong relationships and a deep understanding of each client’s unique circumstances. He particularly enjoys meeting new people through introductions and professional networks, taking the time to understand their goals and objectives so he can deliver highly personalised financial planning. For Andrew, the most rewarding aspect of his role is transforming initial introductions into long-term, trusted partnerships.

 

 

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What to do if something goes wrong

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:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm