Ramsey, Huntingdon
Rhian joined Perspective (Ramsey) in March 2024 as Financial Planner.
Rhian has a passion for helping clients achieve financial clarity and confidence and brings a holistic approach to financial planning that’s rooted in expertise, empathy, and integrity. She advises on investments, protection, estate planning, and pensions, tailoring each recommendation to suit individual goals and circumstances.
As a qualified Pension Transfer Specialist, Rhian guides individuals through complex pension decisions, ensuring they fully understand their options and make informed choices aligned with their long-term objectives.
Rhian is also qualified in Long-Term Care planning, supporting clients and their families in preparing for later-life needs with sensitivity and foresight. Whether you’re planning for retirement, navigating pension transfers, or considering future care costs, she provides clear, tailored advice that empowers you.
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
