Woodstock
Richard joined Perspective in 2021 with over 25 years of experience in financial services. He holds qualifications in Personal Taxation, Regulation & Ethics, Pensions & Retirement Planning and Savings & Investments.
He specialises in all aspects of financial planning with a focus on High Net Worth Clients, helping them to improve or sustain their desired quality of life by providing clear and concise advice.
Before joining Perspective, Richard spent 15 years with Aviva, providing financial advice and as a Regional Sales Manager. He has also worked for a high street bank, a building society and another life insurance company in a variety of roles involving compliance and advice.
Richard was a designated Presenter for the Making The Most Of Your Money Service during his time at Aviva, providing support to clients from starting their first pension to addressing later life concerns such as inheritance tax. He fully understands all the financial challenges we can face during our lives.
Richard particularly enjoys being part of a local firm that provides personal, bespoke financial advice for his clients, backed by the scale and ambition of a national group.
The Financial Conduct Authority does not regulate taxation and trust advice
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
