Warwick
Adam joined Perspective in October 2024 as part of the Warwick Financial Solutions acquisition. They chose to join Perspective because of our values aligning closely with theirs, such as putting clients first.
Adam has over a decade of experience working with international corporations. He is currently a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Adam’s role involves working closely with clients to achieve their short term and long-term objectives. He most enjoys seeing the real-life difference that his work makes.
Outside of work he enjoys exploring various parts of the world, long walks with the dogs and playing golf.
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
