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Michael Findlay DipPFS

Financial Planner

Michael brings over four decades of experience in the financial services industry, with a career spanning 42 years. His expertise includes eight years in management, with the remainder dedicated to providing one-to-one financial advice to clients. His deep understanding of the sector and commitment to client care make him a trusted adviser.

In his current role at Perspective, Michael works directly with clients to help them achieve their financial goals and objectives. He values the relationships he builds and the trust clients place in him. Michael also works closely with his colleague Diane, who manages all administrative aspects of the service, ensuring a smooth and supportive experience for clients.

What Michael enjoys most about his role is the opportunity to engage with people on a personal level, offering tailored advice and support. Outside of work, he enjoys playing golf, riding his motorbike, and spending time with his grandchildren.

Based

Hampton Court Office

145 Walton Road
East Molesey
Surrey
KT8 0DU

Telephone: 020 8941 9779

Perspective (Lloyd O'Sullivan) is a trading style of Perspective (South) Limited.

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

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

Perspective (South) 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