Sam joined Perspective Financial Group in 2020 and brings nearly two decades of experience in financial planning firm M&A.
He specialises in the seamless integration and onboarding of clients, staff, and offices, ensuring every transition is handled with care and consistency. Working closely with an experienced team, Sam helps to shape and drive Perspective’s acquisition strategy and supports the Group’s wider organic growth plans.
With a flexible and collaborative approach, Sam works with business owners to create mutually beneficial deal structures and timelines that reflect what matters most to them.
If you are a Financial Planner considering the next chapter; whether you’re planning for retirement, exploring new opportunities, or simply looking for a better way to run your business so you can focus on delivering exceptional client service; Sam would be pleased to confidentially discuss your options.
Outside of work, Sam is kept busy by his four children, including three rugby‑mad sons who play for both their schools and their local club.
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
