Cardiff
Rhonda is an experienced financial advisor with over 27 years in the Financial Services industry.
She joined Perspective in March 2023 following the acquisition of her previous company, where she had been a director and part of the business since 2005.
She holds the CII Advanced Diploma and Chartered status, along with the Long Term Care qualification. Rhonda supports clients across a wide range of financial planning needs, bringing a strong technical foundation alongside a highly personal approach.
Rhonda’s approach is built on trust, empathy and seeing the bigger picture. She treats every client as she would family or close friends, taking time to understand their lives, experiences and concerns beyond the numbers. She especially enjoys guiding clients from uncertainty to clarity, simplifying complex jargon and reassuring those who feel worried or overwhelmed so they can move forward with confidence.
Check out Rhonda’s VouchedFor profile here.
I am a mum and although my sons are all grown up, they still need me from time to time. I have a French Bulldog called Cooper and we love discovering new walks that include a pub stop. I enjoy reading fiction, going to the gym with friends and treating myself to the occasional spa day.
I am a closet NFL supporter, with my favourite teams being the Kanas City Chiefs and Buffalo Bills.
I want to complete a tour of West Coast America someday.
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
