Rickmansworth
Kate joined Perspective (South East) in 2021 as a Financial Planner.
She has over 18 years’ experience in financial services working across several different banks in various roles and has spent the last 3 years advising.
Kate enjoys helping individuals, professionals and families achieve their goals and help them get into the best financial position possible. Sometimes even just small changes can make a big difference and it makes people feel a lot better and like they are more in control which is rewarding to see.
Kate has recently passed her Long Term Care qualification and is currently working towards Chartered status.
Check out Kate’s VouchedFor profile here.
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
