Chesham
Mark joined Perspective (South East) Limited in 2025.
Mark has over 7 years of experience in the Financial Services industry, including three years as a paraplanner, four years advising clients and is currently working toward Chartered status in the hopes of achieving this in the near future.
With more than two decades in client‑facing roles, Mark values taking the time to truly understand his clients’ needs and aspirations, helping guide them confidently through life’s financial journey.
Outside of work, Mark enjoys spending time with his wife, teenage son and mischievous beagle. He loves board games, travelling, and being with family and friends. He also enjoys creative activities such as painting and hands‑on projects, which help him unwind. One of his long‑term ambitions is to visit every continent.
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
