Hampton Court
David joined Perspective (Lloyd O’Sullivan) in December 2025.
He brings eight years of experience as an Financial Planner, having developed a strong and well-rounded background across a variety of advisory and planning environments. His decision to join Perspective followed a recent relocation and a desire to work with a firm that aligns closely with his career ambitions, ethical values, and long‑term professional objectives.
In his role at Perspective, David focuses on building meaningful, long-term relationships with clients and helping them achieve clarity and confidence in their financial futures. He is guided by a strong commitment to acting in each client’s best interests, an approach that ensures he provides thoughtful, client‑centred advice and consistently delivers a high level of support.
Outside of work, David enjoys being a parent and is actively engaged with community charities and his local church. He also enjoys boxing and paddle sports, and when he wants to slow down and reflect, he often heads out for wild camping—especially on Dartmoor in Devon, where he finds space to recharge and unwind.
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