Milton Keynes
Adam joined Perspective in June 2023 as a Financial Planner.
Adam joined the financial services sector in 1983 and has been an financial planner for over 30 years. Prior to advising he had roles as an administrator and tech support.
Within his role Adam supports his clients and helps them attain their financial objectives, he enjoys building lasting relationships with his clients.
Outside of work Adam is a keen golfer which is a hobby he enjoys with his partner.
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
