Warrington
Will joined Perspective in 2021 as part of an acquisition. He has over 10 years of experience in financial planning and wealth management and is a Chartered Financial Planner.
After joining Prolific as a Graduate, he was enrolled in all exams through to Chartered status. He worked his way through, starting as an Administrator, to Paraplanner, to Chartered Financial Planner. Will also has a qualification in long-term care planning.
Will’s hard work and determination certainly extend to his clients. He enjoys getting to know his clients personally and gets a true understanding of what is important to them, putting a plan in place and giving them peace of mind, not just for them but their families, so that they are on track to meet their goals. Meeting them regularly and seeing the plan in place take shape is rewarding.
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
