Sam is Head of Mergers & Acquisitions at Perspective Financial Group Ltd. He was appointed to the main Board in 2024 and provides leadership to the Group’s highly active acquisitions programme.
Sam has 15 years of financial services experience, including the last 10 years as an M&A advisor. He joined Perspective from Houlihan Lokey where he worked on a number of transactions in the UK wealth management sector, which included advising the shareholders of Perspective on their transaction with Charlesbank Capital Partners. He is also a chartered accountant, having started his career at EY.
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
