Corby
Tom is the Director of Perspective (Central & East) Ltd. He is also a member of Perspective Financial Group Limited Advisory board.
Tom has a Diploma in Financial Planning and can add value to each generation of an extended family, regardless of their financial planning needs. Although Tom can help with a wide range of financial planning enquiries, he specialises in advising high net worth individuals, particularly in their retirement to achieve their income goals to ensure tax efficiency, whilst advising on asset preservation for future generations.
Tom has also worked as a Director of a Suitability Report specialist company. In this role Tom designed and launched the first online report writing system in the UK to be sponsored by a national retirement provider, before being rolled out nationwide as a free service to assist fellow Financial Planners.
Away from work, Tom’s leisure activities mainly involve cycling, whether this be competitive racing or riding with friends to sample cake in local cafes.
The Financial Conduct Authority does not regulate taxation
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
