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Perspective (Chelmsford):

Neil Donnelly

Financial Planner

Neil joined Perspective following the merger of his former business Primera Wealth Management, forming Perspective (Chelmsford). Neil founded Primera Wealth Management in October 2017 following 2-years working as one of the leading Wealth Planners at the National advisory firm Bellpenny and has over 25 years’ experience in the financial services industry, which includes both banking and independent financial advice.

Neil specialises in pre and post-retirement planning, with a particular focus on pensions, investments and estate planning. He has a passion for client service and ensures this ethos has been ingrained in each and every team member at Perspective (Chelmsford). Neil’s focus for clients is on providing added value and he has built an enviable reputation as a trusted source of financial advice.

When Neil is not in the office, he is a keen sports fan, enjoying football (a Leeds United Season ticket holder), golf and racquet sports.

 

The Financial Conduct Authority does not regulate taxation and trust advice.

Neil Donnelly

Email

Neil.donnelly@pfgl.co.uk

Based

Essex Office

Office E, Dutch Barn
Ford End
Nr Chelmsford
Essex
CM3 1LN

Telephone: 01245 847900

Perspective (Chelmsford) is a trading style of Perspective (Northants and Cambs) Ltd, which is authorised and regulated by the Financial Conduct Authority.

Perspective (Northants and Cambs) Ltd, Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (Northants & Cambs) 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