Newcastle
Josh joined Perspective in February 2012 and has worked in the financial services industry for over 14 years. He holds the Diploma in Regulated Financial Planning and is currently working towards Chartered status.
Josh specialises in retirement planning and corporate financial planning, including group pension schemes and employee benefits. He enjoys helping individuals and businesses navigate often complex financial matters, providing clear guidance and practical solutions tailored to their circumstances.
At the heart of Josh’s approach is building long-term relationships based on trust and understanding. He works closely with clients to develop financial plans that support their goals and aspirations, helping to simplify complex decisions and provide reassurance that they remain on track for the future.
Josh finds the most rewarding aspect of his role is helping clients gain confidence in their financial position, reducing stress and uncertainty, and supporting them throughout their financial journey.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning.
Mostly spent with family and daughter
Golf when time affords
Following Newcastle
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
