Chesham
Gary has been a Financial Advisor for over 30 years. He joined Perspective (South East) in 2012.
Gary is a member of Perspective’s Advisory Board and is qualified to Diploma level through the Personal Finance Society and is working towards Chartered status. He holds individual qualifications in pensions, investments, taxation & trusts.
He also holds qualifications in Long Term Care provision and has achieved full membership of the Society of Later Life Advisers (SOLLA), which is an endorsement of the 30+ years’ experience he has of working with, and understanding the needs of, older people and their families and carers.
Gary feels passionately about giving clients sound advice, particularly in how best they can have the retirement they deserve and gain peace of mind, knowing all their needs and objectives are taken care of. He ensures all clients receive the best possible advice and service in a helpful and friendly environment.
The Financial Conduct Authority does not regulate taxation/ trust advice.
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
