Preston
Adam joined Perspective in November 2021 and has worked in the Financial Services industry since 2018, after graduating from the University of Liverpool with a degree in Biological Sciences.
Adam joined Perspective in November 2021 and has worked in the Financial Services industry since 2018, after graduating from the University of Liverpool with a degree in Biological Sciences.
Adam has completed the CII Level 4 Diploma in Regulated Financial Planning and has an additional qualification in Long Term Care needs. He is currently working towards achieving Chartered Financial Planner status
Adam enjoys getting to know his clients on a personal level, building trust and providing them with a clear and concise plan to help to achieve their financial goals. He provides advice to a large range of clients with differing needs and objectives and he prides himself on being able to explain the complexities of financial planning in simple terms.
Outside of work, Adam also enjoys spending time with his family, looking after his young son. Adam is passionate about sport and keeps fit by playing football and going to the gym.
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
