Chesham
Clare joined Perspective (South East) in August 2022 to pursue new opportunities and career progression in a forward-thinking firm.
Clare has over 20 years of experience working within the financial services sector. She has worked in supporting roles for advisors, dealing with very high net-worth clients.
As Clare enjoys meeting new people, she felt the natural progression was towards an advisory role where she can help clients. Clare always looks after her client’s well-being and offers them peace of mind.
Clare has three children to keep her on her toes. She also enjoys keeping active by going running, walking & swimming. She really enjoys spending time with friends and seeing them as much as possible. She is looking forward to broadening her horizons with travel going forward.
Check out Clare’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
