Newcastle
Ian is Managing Director of Perspective Financial Group Limited. He has a wealth of experience in delivering financial services to corporate clients and a small number of private clients.
His ability to understand business leaders’ key concerns and ability to recommend strategies to rapidly achieve meaningful results has led to significant success. His success is perhaps down to his “no nonsense” approach.
Ian joined his family business in 1989, driving it to be one of the largest and most forward-thinking advisory firms in the north of England, before its acquisition by Perspective in 2008.
Ian was appointed to the Operational Board in 2010 and the main board of Perspective Financial Group Ltd in 2013 where he serves as Chief Executive Officer, responsible for all aspects of the Group’s network of 36 offices and over 450 staff across the UK.
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
