Oulton, Leeds
Claire joined Perspective in March 2025, she was particularly attracted to Perspective as they are so client orientated and provide lots of support to help advisors focus on doing the right thing for the clients.
Claire has worked in Financial Services for over 12 years, firstly in advisor support, then as a paraplanner and she has now been qualified as an advisor for 4 years. Claire particularly enjoys building lasting relationships and trust with clients and helping them to meet their goals. She helps clients through listening to them and helping them articulate their goals and objectives. Claire does this by building up trust and a long term relationship and making a difference to them.
Outside of work Claire enjoys travel (recent trips include Slovenia, France, Spain and USA/Canada), spending time with her family and friends, theatre – both performing with a local society and also going to watch productions both locally and in the West End, and is also an avid reader. She does not particularly enjoy going to the gym but makes herself do it anyway!
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
