Chorley
Baijul joined Perspective in October 2022 as he wanted to work for a national firm of financial planners where the brand was established and progressive.
Baijul has been working in the Banking & Financial Services Industry since 1989. He started his career with the Woolwich Equitable Building Society and became a Financial Planner in 1996 and has also held tied advising roles with Lloyds TSB (LTSB), Santander & AXA. Baijul has also held IFA roles with Bradford & Bingley, Woolwich Independent Financial Advisory Service and more recently with a directly authorised Whole of Market IFA practice.
His role involves meeting clients to understand their financial planning needs & objectives and thereafter putting plans in place to work towards their ultimate goals & aims. He finds helping clients on their financial journey and building a solid lifetime financial planning relationship most rewarding.
Baijul has a wealth of experience and knowledge which makes him great at his job. He has obtained the London Institute Banking & Finance (LIBF) Level 4 Diploma for Financial Planners qualification, the Chartered Insurance Institute (CII) Level 3 Certificate in Financial Planning, the LIBF Level 3 Certificate in Mortgage Advice & Practice and the CII Financial Planning Certificate.
Outside of work Baijul enjoys reading, interior design, theatre, keeping fit and active and enjoys watching most sports.
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Should you have cause to complain, and you are not 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