Rickmansworth
Kevin Joined Perspective in November 2023 as a Financial Planner.
Kevin has 30 years of experience as an advisor in the financial services industry and has previously worked for Lloyds, HSBC Bank, and other IFA firms.
Within his role, Kevin gives independent holistic financial advice to his clients and is passionate about helping them achieve their financial goals. The variety of clients he meets with different needs and objectives brings Kevin a lot of enjoyment in his job.
Outside of work Kevin enjoys playing football and supporting his team Chelsea FC.
Check out Kevin’s VouchedFor profile here.
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
