Darlington
David Joined Perspective (North East) Ltd in April 2024 as a Financial Planner.
David has worked in the financial services industry for nearly 20 years before achieving his goal of becoming a financial planner.
David enjoys many aspects of his role and especially enjoys building relationships with his clients and helping them to achieve their long-term financial goals.
David is dedicated to delivering an enjoyable experience for his clients.
Outside of work, David enjoys working out. He also enjoys watching most sports and listening to music from a variety of genres.
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
