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Prem Shergill CeFA, CeMAP, DipFA

Financial Planner

Prem has been in the Financial Services industry for 21 years.

She holds the CeFA, CeMAP and DipFA qualifications, with expertise spanning financial planning, mortgage advice and holistic financial guidance. 

Prem’s approach is centred on understanding each client’s situation and objectives, then providing clear and practical guidance to help them make confident decisions. She focuses on straightforward communication and ensures clients always understand what is happening and why. The most rewarding part of her role is helping people feel more organised and in control of their finances. 

Outside of work, Prem enjoys spending time with her family and friends, travelling, walking and running. An interesting fact about her is that she has completed ten half marathons, raising money for her chosen charity. One thing on her bucket list is to go on a safari. 

Based

Harpenden Office

Nine Waterside
Station Road
Harpenden
Hertfordshire
AL5 4US

Telephone: 020 3030 4141

Perspective (Grosvenor Wealth) is a trading style of Perspective (South East) Limited.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk