Crystal Palace
Yvonne joined Perspective in September 2022. It is important to Yvonne to be able to offer her clients face to face advice, so she decided to join one of our local Perspective offices which provides holistic financial planning to all of our clients.
After several years working as a Personal Assistant, Yvonne decided on a change of career and studied to achieve new qualifications through the London Institute of Banking and Finance. She started her career in financial services in 2020 as a Mortgage & Protection Advisor. She finds a real fulfilment in getting to know her clients better, helping them achieve their financial goals and getting them into the best financial position possible.
Outside of work Yvonne enjoys travelling, catching up with friends & family and occasionally throwing a pot – we hope she means pottery!
Check out Yvonne’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
