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Marlborough Place:

Emma McConnell DipPFS

Financial Planner

Emma joined Perspective in May of 2023 as a Paraplanner when Marlborough Place became part of Perspective now known as Perspective (Marlborough Place). 

Emma has eight years of experience in the industry. After starting her career as a financial administrator, she progressed into the role of a paraplanner and in this time obtained her Diploma in regulated Financial Planning. She now hopes to work towards her Chartered status in the near future.

Emma looks forward to assisting clients in achieving their financial goals and providing them with peace of mind.

Outside of work, Emma enjoys going to the gym, cycling with her local club, spending time with her family, and helping out on the family farm.

Based

Belfast Office

143 Malone Road
Belfast
Northern Ireland
BT9 6SX

Telephone: +(0)28 9068 1999

Perspective (Marlborough Place) is a trading style of Perspective (North West) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (North West) Ltd, Registered in England and Wales No 4719736 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North West) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk