Sheffield
Andrea Joined Perspective in October 2023 having worked in financial services for over 35 years. This includes almost twenty years advising clients.
Andrea has previously worked at Independent Financial advisors, banks, and insurance companies.
Within her role Andrea enjoys looking at each individual’s client’s financial aspirations and how she can help them achieve these. Knowing her clients can have peace of mind now and in the future is truly gratifying for her.
Outside of work Andrea enjoys running, walking and yoga.
Check out Andrea’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
