Milton Keynes
Joe joined Perspective as a Graduate Trainee in 2002 after graduating from the University of Northumbria with a 2:1 BA (Hons) degree in Financial Services.
Since joining Perspective, Joe has completed the Advanced Diploma in Financial Planning with the Chartered Insurance Institute and was awarded Fellowship of the Personal Finance Society in December 2017. In the same year, he received the Mike Jackson Trophy from the Insurance Institute of Luton and St Albans for achieving the highest results in life and financial services examinations. He also holds the Certificate in Investment Management from the Chartered Institute for Securities and Investment.
Joe’s primary focus at Perspective is working with private and corporate clients to assess and manage their pension, investment and insurance needs. He works closely with clients to ensure timely and appropriate advice is provided and maintains strong relationships with professional introducers such as accountants and solicitors.
Outside of work, Joe has four sons and is actively involved in his local rugby club. He volunteers as head coach for the under 10s and serves as chairman of the mini and junior section as well as occasionally playing himself.
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
