Carlie joined Perspective in October 2022, as it felt like an exciting time to join our M&A team given the number of acquisitions underway and our plans for future growth.
Before joining us, Carlie worked at PwC for 7 years, initially in an External Audit role followed by a move to the Transaction Services team where she gained significant experience in Mergers & Acquisitions.
Carlie’s role as our Group M&A Manager involves helping manage and drive Perspective’s acquisition activity. She enjoys working with a great collaborative team and the variety that her role brings as no two days are the same.
Outside of work, she spends time keeping active by attending a social running club and enjoys going to the gym.
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
