Following a lengthy and extremely satisfying career as a professional Financial Planner running my own business, I have made the decision to retire my regulatory permissions and subsequently cease active practice.
Now is the time for me to step back and turn my attentions towards new challenges and direct my expertise, knowledge and experience to others, including those aspiring to similar careers.
In order to fulfil my later life ambitions, I concluded my valued clients will be best served in the future by becoming part of a larger firm of Financial Planners and Wealth Managers. Following an exhaustive research process, I am pleased to confirm I have now identified the ideal practice – Perspective (North) Ltd (Perspective).
They are fully committed to providing the level and quality of advice my clients have become used to. They fully share my values and levels of professional care, whilst having the financial strength and human resource of a national firm with over 20 offices across the UK.
Hence, from 16th September 2022, Perspective will be looking after my clients. You can visit their website to find out more www.pfgl.co.uk/our-locations/north including how to contact them.
I have complete confidence this move will be of benefit to all my clients and potential new contacts going forward. Please don’t hesitate to contact Perspective or me if you would like to discuss anything or know more.
Paul J Flynn FPFS