Milton Keynes
Tim has been a Financial Planner for over 30 years and a Director of Perspective and its former firms since 1998.
He is a member of Perspective’s Advisory Board and specialises in investment advice and tax solutions for High Net Worth individuals and families. He also focuses on advice to the corporate sector, assisting businesses through start up, growth and exit cycles.
Tim has overall responsibility for the strategy, growth and delivery of the firm’s core business models, wealth management and corporate solutions.
Tim is a Diploma qualified member of the Personal Finance Society and a Certified Member of the Pensions Management Institute.
The Financial Conduct Authority does not regulate taxation or some aspects of corporate financial planning
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
