David joined Perspective Financial Group Ltd in 2020 as a Chartered Accountant and has decade of experience within financial services.
David helps manage and drive Perspective’s acquisition activity and organic growth plans.
He previously worked within Grant Thornton’s financial services transactional advisory department. David has also worked for a regional accountancy practice in Norfolk and as a data analyst for an international advertising network.
In his spare time, David is a competitive powerlifter, having won a WDFPA world title in 2018.
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
