Celebrating our VouchedFor Top Rated Advisors
We’re proud to announce that several of our financial advisors have been recognised as VouchedFor Top Rated Advisors, a testament not only to their expertise, but to the trust and feedback of our incredible clients.
At the heart of this achievement is our commitment to being truly client-centric—listening, understanding, and always acting in our clients’ best interests. Your reviews and experiences help shape the way we deliver advice and reinforce our purpose: to provide expert, specialised financial planning and wealth management that empowers clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.
This recognition reflects the values we live every day:
- We always deliver
- We set standards of excellence
- We act as a trusted member of the family
- We will do the right thing
- We believe in teamwork
To our clients—thank you. Your feedback drives us forward.
To our advisors—congratulations on setting the benchmark for outstanding financial advice and client care.
Together, we continue to raise the bar for what exceptional financial planning should look like.
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Two senior industry figures join Perspective
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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