Newcastle
Danielle joined Perspective in April 2023.
She has over 21 years of experience in the Financial Services industry, with a strong background across mortgages, protection and wider banking. She holds the Certificate in Mortgage Advice and Practice and specialises in whole of the market mortgage and protection advice.
Danielle takes a client‑first approach, focusing on building strong relationships and understanding each client’s individual needs. She enjoys making a real difference to people’s lives by supporting them through key milestones such as buying a home and protecting their family.
Outside of work, Danielle enjoys spending time with her husband, four children and their dog. They enjoy walks together and taking trips to the Scottish Highlands. One of her goals is to continue exploring new places, particularly scenic and remote destinations.
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
