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Martin Pearce

Operations Manager

Martin is Operations Manager of Perspective (Oxon) Ltd and has over 30 years of experience in the financial services sector. He holds qualifications in Taxation and Trusts, Business Financial Planning and Pensions & Retirement.

He joined Perspective 20 years ago having previously worked at Eagle Star and Lloyd Bank Insurance Services. Martin holds the Chartered Insurance Institute Diploma in Financial Planning and a BA (Hons) Degree in Business Studies from Brighton University.

His main role is to support the adviser team especially on more complicated matters, as well as to oversee day to day administration.

Martin trades investment funds and compiles financial planning reports and has a good understating of investment planning, pensions management and inheritance tax mitigation.

In addition, he provides technical support for customer enquiries and acts as the firm’s pension specialist in respect of potential pension opt outs and transfers.

Telephone

01993 813500

Based

Woodstock Office

1 The Quadrangle
Woodstock
Oxon
OX20 1LH

Telephone: 01993 813500

Perspective (Oxon) Ltd, Registered in England and Wales No 4770494. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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

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