Halifax
Claire joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).
Claire has worked in finance since the age of 22 after graduating with a degree in law and later went on to join the financial services industry after the pandemic. Claire has progressed through various roles including business development & compliance coordinator, accounts & finance manager and paraplanner. She has since achieved her advisor status and became a financial planner in January 2024. Claire aims to start studying to become chartered in the near future.
Within her role Claire provides independent financial advice to clients and also specialises in investment and insurance cases.
Claire enjoys all aspects of her role and finds it rewarding when she helps a client meet their financial objectives. Claire ensures all her clients feel involved in the advice process by keeping in contact with them on a regular basis and by ensuring all financial concepts are clear to understand.
Outside of work Claire enjoys socialising with friends and spending time with her family.
Check out Claire’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
