Sometimes there is more than just dealing with your finances
We constantly strive to improve the proposition we offer our clients and actively provide support and encouragement to our advisors to increase and expand their knowledge base. A good example of this was at our Home Counties office in Chesham, Bucks, where the Managing Director, Gary Ross has recently been successful in achieving Full Membership of the Society of Later Life Advisors (or SOLLA).
We wanted to know more about what drove Gary to acquire this accreditation and therefore we caught up with him recently at his office. Gary has been with Perspective since 2012 where he works with three other qualified advisors, a trainee advisor and five support staff. Already highly qualified, we asked Gary why he considered the SOLLA qualification to be so important.
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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