Perspective Academy welcomes record intake of trainees
Launched in 2014, the Academy provides a structured training programme for school and university leavers, as well as those seeking a career change. Its latest cohort includes a number of graduates from Northumbria, Manchester and Lancaster universities and an ex-professional footballer. They are now embarking on a two-year programme at our main training bases in Newcastle and Chorley, as well as other offices across the UK, to gain insight and understanding of the financial services sector.
Dan Stokoe, Head of Perspective Academy, said: “We created the Academy to grow our next generation of financial planners and paraplanners, so they share our client-centric and ethical approach, which is firmly embedded within our business. Investing in employees’ development, to assist them in reaching their full potential while creating a robust succession plan, is very important to both our business and our clients”.
We are delighted this article appears in the November edition of North East Times magazine. To read the full article please click the link below.
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What to do if something goes wrong
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:
Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567