Ashbourne
Simon joined Perspective (Foinaven) when they were acquired by Perspective in December 2024.
He has over been in the industry since 1987 and has worked as an IFA for over 24 years. In 2004 Simon established Foinaven, where he has guided his clients through the complexities of financial planning to help them achieve their goals and aspirations. He is committed to a client- focussed approach delivering tailored solutions to both individuals and businesses.
Simon decided to become part of a larger group to enhance his ability to offer clients broader resources, specialist expertise, and innovative solutions while maintaining the personal, relationship-driven approach that has always been valued.
He is currently working towards a long-term care qualification.
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
