Claire Paget DipPFS

Claire joined Perspective in March 2025, she was particularly attracted to Perspective as they are so client orientated and provide lots of support to help advisors focus on doing the right thing for the clients.

Claire has worked in Financial Services for over 12 years, firstly in advisor support, then as a paraplanner and she has now been qualified as an advisor for 4 years. Claire particularly enjoys building lasting relationships and trust with clients and helping them to meet their goals. She helps clients through listening to them and helping them articulate their goals and objectives. Claire does this by building up trust and a long term relationship and making a difference to them.

Outside of work Claire enjoys travel (recent trips include Slovenia, France, Spain and USA/Canada), spending time with her family and friends, theatre – both performing with a local society and also going to watch productions both locally and in the West End, and is also an avid reader. She does not particularly enjoy going to the gym but makes herself do it anyway!