Julie was appointed Chief Regulatory Officer in 2013 where she is responsible for the design, execution and oversight of the Group’s Regulatory Framework. Julie is a main Board Director of Perspective Financial Group Ltd and also sits on a number of Perspective’s subsidiary Boards.
Julie is also an FCA Regulatory Decisions Committee member.
Julie is a specialist in regulatory compliance, risk and governance. Julie spent her early career working as an Independent Financial Advisor (IFA). She later held various senior governance roles at Bradford & Bingley and worked as a Compliance Consultant to IFAs for Paradigm Partners before joining Perspective in 2010.
Julie is an Associate of the Chartered Institute for Securities & Investment and holds the Diploma in 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
