Caroline joined Perspective in November 2020 following a career in recruitment and business broking within the financial services sector.
Here the emphasis had been on developing relationships and supporting clients with their growth strategies or succession planning, which is certainly something that has been transferrable to her role at Perspective.
As M&A Coordinator, Caroline’s role in the M&A team focuses predominately on client integration, ensuring a seamless transition for our vendors and their clients. Problem solving is key to the role and Caroline enjoys finding the best solution to each challenge she faces.
Away from the office she likes cooking, visiting new places and listening to live music.
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
