Helen Joined Perspective in October 2023 having worked in financial services for over 10 years.
Helen started as an administrator and worked her way to a management role. During this time, she obtained her Diploma for Financial Advisors and has not looked back since. Since achieving her qualifications, her main focus has been around private client wealth management and retirement planning, having worked with a variety of clients, supporting them in achieving their financial goals.
Helen prides herself on communicating with clients at all levels of financial experience and explain things in a way that cuts out the financial jargon to make complex topics easy to understand. She believes that her qualifications and experience enable her to deliver an outcome that is best for her clients and their financial objectives.
Outside of work Helen enjoys training at the gym and unwinding with a good book. Helen spends a lot of her spare time with her husband chasing their daughter Zara around their local parks and soft plays.
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
