Newcastle
Barry joined Perspective in November 2020 and brings close to 20 years of experience in the financial services industry.
He is a Chartered Financial Planner, holding the Advanced Diploma in Financial Planning. His qualifications include AF3, AF1, AF4 and AF5, alongside R01, R02, R03, R04, R06 and R08, as well as FPC 1, 2 and 3, and CF2 and CF8. This breadth of expertise enables Barry to provide comprehensive advice across a wide range of financial matters, including long-term care planning.
Barry takes a client-first approach, thoroughly understanding each individual’s priorities and ensuring that what matters most to them remains at the heart of every recommendation. He enjoys working with clients across a broad spectrum of needs and is particularly motivated by tackling complex or technical challenges, taking pride in delivering well-structured, effective solutions.
For Barry, the most rewarding aspect of his role is helping clients navigate their financial journey with confidence, supported by clear, thoughtful advice tailored to their circumstances.
Check out Barry’s VouchedFor profile here.
I enjoy hiking and adventure travel.
Having now explored 80 countries worldwide, I want to make it to 100.
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
