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Graham Evans ProfPMI

Compliance & Practice Manager

Graham oversees the day-to-day running of the Perspective office to ensure that our high standards of service are met and adhered to. Graham works closely with all advisers at Perspective (South) Ltd to make certain that they have the resources and support required to service our clients in a more than satisfactory manner.

Perspective (South) Ltd works hard to ensure that work is undertaken in a manner which complies with their guidelines and regulations of Financial Conduct Authority. Graham oversees the compliance procedure at Perspective (South) Ltd and is the primary point of contact in the uncommon event that a client wishes to complain about the service or advice received from an adviser.

Graham has over 20 years of knowledge and experience working with companies to help them with their day to day responsibilities and processes, and to ensure the smooth implementation of any changes and running of their employee benefits.

Graham is a specialist with the new Workplace Pensions legislation, and has completed the Certificate in Pensions Automatic Enrolment with the Pensions Management Institute.

Graham Evans

Telephone

01908 257888

Based

Milton Keynes Office

3 Whittle Court
Seebeck Place
Knowlhill
Milton Keynes
MK5 8FT

Telephone: 01908 257888

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Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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