Kelly joined Perspective in July 2024 and is part of the Perspective (Springfield) team.
She has been in the financial services sector for over 20 years and has been advising for over 18 years. Kelly is currently studying for her level 6 certificate in financial planning in retirement and hopes to achieve Chartered Status soon.
Within her role, Kelly enjoys spending time with clients and getting to know them, she enjoys finding out about their families, hobbies, and interests while helping them to achieve their financial goals.
Kelly enjoys spending time with her family outside of work, taking city breaks, holidays abroad, and gardening. She also runs a netball team in her local village and is a member of the Parish Council.
Check out Kelly’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
