Belfast
Will joined Perspective in May of 2023 when Marlborough Place became part of the group now known as Perspective (Marlborough Place), helping to establish our group’s first office in Northern Ireland.
Having graduated from Queen’s University Belfast with an honours degree in Pure Mathematics, Will entered the financial services industry in 1998 and brings 25 years of professional experience to the business.
Will is a Chartered Financial Planner and was elected to Fellowship of the Personal Finance Society in 2018 and completed an honours degree in Financial Services through University College Dublin, awarded in 2014. With a clear focus on professionalism and client-focused advice, Will has built strong relationships with clients over the past two decades and continues to view client contact as the most important and rewarding part of the Financial Planner role.
Outside of work, Will is a keen reader, enjoys running to stay fit and has successfully finished multiple marathons throughout the UK and Ireland.
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
