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Chris Needham DipFA CeMAP CeRER

Financial Planner

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Office:

Halesowen

Chris joined Perspective in June 2024 and has been working in the financial services industry since January 2003, bringing over two decades of experience to his role.

He holds a comprehensive range of qualifications, including CeMAP, CERA, DipFA, AF7 and CF8. Chris has developed extensive knowledge of the NHS Pension Scheme and has previously worked as a financial adviser to the British Medical Association (BMA), giving him particular insight into the financial needs of medical professionals.

Chris takes a holistic approach to financial planning, focusing not just on individual objectives but on the broader context of each client’s family and life journey. He is deeply mindful that, for many clients, their wealth represents a lifetime of hard work and commitment. Chris considers it a privilege to be entrusted with their financial affairs and approaches every relationship with respect, care and diligence.

What Chris enjoys most about his role is building meaningful, long-term relationships with clients and supporting them in making confident, well-informed decisions that protect and enhance their financial future.

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What to do if something goes wrong

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:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm