Warrington
Jake joined Perspective (North West) Ltd as a financial planner in June 2024.
He joined the industry when he left university in 2016 and has been a Financial Planner since 2020. Before becoming a financial planner, he worked as an administrator and Paraplanner.
Jake finds it rewarding to help his clients meet their financial goals and sees the relief this brings, whether it be retirement or planning a once in a lifetime holiday.
In his free time, Jake enjoys traveling and supporting his football team. He also spends time socialising with friends by playing Padel regularly and going to the gym
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
