Woodstock
Michael is a Director at Perspective, formerly McGrath Rathbone, since 2012 and a member of Perspective’s Advisory Board. His expertise and knowledge of the market ensures our clients get the best possible advice and solutions.
Michael has been a Financial Planner for over 20 years specialising in High Net Worth families and companies.
Prior to joining McGrath Rathbone, Michael spent two decades in financial planning with both Abbey/Santander and latterly HSBC as Regional Manager. Michael was instrumental in the creation of Santander’s Wealth Management division (Inscape) in the UK and sat on various compliance management boards.
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
