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Keith Bathew DipPFS

Financial Planner

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Office:

Chorley

Keith joined Perspective (North West) Limited in April 2025 as a Financial Planner.

With over 36 years of experience in the financial services industry, Keith brings a wealth of knowledge and insight to his clients. His career began with a large corporation, where he spent 12 years developing his expertise across various advisory and supervisory roles. In pursuit of a more personal and client-focused approach, Keith founded his own business, which he successfully ran for 24 years.

Keith is passionate about truly understanding his clients’ needs and goals, and takes pride in finding tailored, effective solutions. For the past 15 years, his client base has grown exclusively through referrals and word of mouth — a testament to the trust and long-term relationships he builds. Many of Keith’s clients have been with him for over 30 years, with relationships extending to their families and even future generations.

Outside of work, Keith enjoys walking and taking in the beautiful landscapes of the UK, with a particular fondness for the Lake District. A keen advocate for staying active, he still keeps fit and fondly recalls his days as a passionate footballer.

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What to do if something goes wrong

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:

Contact

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm