Newcastle
Claire has over 20 years’ experience in financial planning and joined Perspective in 2018. She holds the Diploma in Financial Planning.
She specialises in private client wealth management and retirement planning. She prides herself on communicating with clients of all levels of financial experience and explaining things to them in a way that is easy to understand.
Claire is very knowledgeable regarding the workings of the NHS Pension Scheme and the issues affecting scheme members.
Check out Claire’s VouchedFor profile here.
The Financial Conduct Authority does not regulate taxation or occupational pension schemes.
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
