Braintree
Paul joined Perspective on the 1st December 2023 as part of the Park Lane IFA Ltd acquisition.
Paul qualified as an advisor back in 2000 and have been providing clients with holistic financial planning solutions ever since. He was a Director at Unizone Financial Solutions Ltd, which was acquired by Bellpenny (now Ascot Lloyd) in 2014, and subsequently established Park Lane IFA Ltd with Andrew Frettingham in July 2017. In total, he has been working in the Financial Services Industry for 28 years.
Paul has long-standing relationships with nearly all of his clients, some of which stretch back beyond 2000 as they are clients that he has taken over from the principals of business acquisitions made via Unizone.
Paul most enjoys helping people to solve their problems by providing clarity over the financial future and therefore help clients to achieve their goals.
Outside of work Paul enjoys holidays, spending time with his wife and children, playing golf and watching sport, whether that’s on TV or watching his children play.
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
