Crewe
Kerry joined Perspective (North West) Limited in 2025 as a Financial Planner.
With over 24 years of experience in Financial Services, Kerry began her career in 2001 as a trainee advisor. Over the years, she has worked with several leading financial institutions gaining extensive expertise across all areas of financial planning.
Her role involves providing comprehensive financial planning to a wide range of clients, from individuals to businesses. She is passionate about understanding each client’s unique goals and delivering advice that is both personal and practical.
What Kerry enjoys most is building long-term relationships with her clients, offering ongoing support and guidance to help them achieve their financial aspirations. She takes pride in being a trusted advisor, ensuring that every client feels heard, valued, and confident in their financial journey.
Outside of work, Kerry enjoys spending quality time with her family, walking her dog, and socialising with friends.
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
