Halesowen
Tia joined Perspective (SFP) in March 2025 as a Financial Planner
She has worked in the financial industry for seven years, starting in customer service at a high street bank before moving into administration, paraplanning, and later working as a Mortgage & Protection Advisor. Becoming a Financial Planner has been her goal since entering the industry, and she now enjoys delivering personalised advice to help clients meet their retirement and investment objectives.
Tia plans to begin working towards Chartered status in the near future.
She enjoys building lifelong relationships with her clients and finds it rewarding to support them in achieving their goals through clear, practical financial planning.
Outside of work, Tia enjoys spending quality time with her young son and exploring great food.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
