Ripponden
Julian has 38 years of experience in the Financial Services industry.
Julian holds the DipPFS qualification and has developed extensive expertise in helping clients transition from working life into retirement. His approach is simple as he always puts client’s interests first, advising as though he were in the client’s position, guided by decades of experience.
Outside of work, Julian is an active cyclist, runner and walker, and has completed two Ironman triathlons. His ambitions include seeing his son qualify as a financial advisor and one day spending a summer cycling and a winter skiing in the Alps.
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
