Towcester
Richard joined Perspective as part of the Fortitude acquisition. Fortitude joined perspective as they were looking for a partner who shared the same values and together support our clients’ long term.
Richard has been working as a Financial Planner for more than 12 years. Previously, he was a Financial Planner and a Mortgage Advisor.
Richard enjoys enriching people’s lives! He loves finding out what’s important to his clients and is passionate about helping them manage their finances to achieve their best life. He helps clients achieve financial independence and financial freedom.
Outside of work he serves in his local community through his local Church. He enjoys drumming, travelling to worldwide destinations and experiencing different cultures and lifestyles. This has helped him to broaden his horizon and appreciate the world we live in. He has a family and they enjoy going on adventures, making memories!
Check out Richard’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
