Kirsty originally joined Perspective (Midlands & Cheshire) Ltd in 2018 as a Trainee Paraplanner and found her calling within the Group as M&A Coordinator in 2022. As a Mathematics graduate, she felt that Financial Services was a great industry to go into with her analytical skills. As Perspective continues to grow it provides Kirsty and others the opportunity to further develop their careers with us.
Kirsty’s role as part of the Mergers & Acquisitions team, involves the analysis and management of data during the acquisition process to identify gaps in information in liaison with providers, keeping track of current acquisition opportunities, and the preparation of letters and other formal documentation. She enjoys the variation in the role and the ability to do something different every day.
Outside of work, Kirsty has a great interest in alternative rock music and K-pop. Frequently attending club nights and concerts, even at times travelling internationally to attend them.
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
