Milton Keynes
Graham oversees the day-to-day running of the Perspective office to ensure that our high standards of service are met and adhered to. Graham works closely with all advisors at Perspective (South) Ltd to make certain that they have the resources and support required to service our clients in a more than satisfactory manner.
Perspective (South) Ltd works hard to ensure that work is undertaken in a manner which complies with their guidelines and regulations of Financial Conduct Authority. Graham oversees the compliance procedure at Perspective (South) Ltd and is the primary point of contact in the uncommon event that a client wishes to complain about the service or advice received from an advisor.
Graham has over 20 years of knowledge and experience working with companies to help them with their day to day responsibilities and processes, and to ensure the smooth implementation of any changes and running of their employee benefits.
Graham is a specialist with the new Workplace Pensions legislation, and has completed the Certificate in Pensions Automatic Enrolment with the Pensions Management Institute.
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
