Warrington
Thom joined Perspective in 2020 having worked in financial services for over 8 years and is working towards achieving the prestigious Chartered Financial Planner status.
He specialises in providing holistic financial planning advice to individual clients and has additional qualifications in Discretionary Investment Management and Long Term Care needs.
Thom also specialises in providing advice to clients with complex needs, many of whom have survived catastrophic injury and who, as a result of litigation, have secured funds which need to be invested, managed and utilised wisely to provide for their long term wellbeing. More details can be found here.
He previously worked as a risk and compliance consultant on behalf of ‘Big 4’ audit firms and major retail banks. He designed and implemented compliant procedures – including for the assessment and handling of complex vulnerability concerns – for major rectifications projects. He also sat on a range of forums, providing guidance and advice on complex and contentious issues.
Prior to working in financial services, Thom enjoyed working as a Sound Engineer, working with live and recorded music, theatre and dance, specialising in classical and acoustic music.
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
