Newcastle
Brian has a wealth of experience in financial services and joined Perspective (North East) Limited in 2011. He is qualified to Advanced Level of the Diploma and holds advanced qualifications in Pensions, Taxation & Trusts, and Retirement Options & Retirement Investment Options.
He advises on many aspects of financial planning, with a specialism in Corporate Pensions, including Auto-enrolment and Group Protection. He provides clear advice and is good at putting people at ease and explaining the perceived complexities of their company’s pension arrangement.
Brian previously worked as an Advisor for Walter Wright Financial Services, following a number of roles mainly working on pensions with insurance companies, starting with Norwich Union in 1984.
The Financial Conduct Authority does not regulate taxation, trusts, some aspects of corporate financial planning and auto-enrolment.
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
