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Nick Wilson DipPFS

Financial Planner

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Office:

Ipswich

Nick joined Perspective when Clayden’s Financial were acquired by the group in October 2024.

Nick has worked in the financial services industry since 2007 and has spent subsequent years advising clients in London before moving to back to Suffolk in 2021. He is currently working toward his Chartered status which he hopes to achieve in the near future.

He provides advice in a range of areas including Pensions and investments through to mortgages and equity release. Within his role, Nick enjoys meeting people and understanding their needs and objectives.

Outside of work, he enjoys spending time with his baby daughter Inca, alongside trying to train his bad-behaved English Settler, Bodie.

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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