Claire joined Perspective (South East) Ltd in 2017, where she began training as a Paraplanner and became a Financial Planner in 2020.
Claire holds the Regulated Diploma in Financial Planning. She continues to develop her knowledge and is currently working towards attaining her Chartered Financial Planner status.
Claire enjoys working with a variety of clients, providing them with holistic advice to help plan their future and achieve their specific financial goals. Claire specialises in long-term care, equity release and mortgage advice.
Telephone
01622 750426
First Point
St. Leonards Road
Allington
Maidstone
ME16 0LS
Telephone: 01622 750426
Foresters Hall
25 – 27 Westow Street
London
SE19 3RY
Telephone: 020 3713 8920
Perspective (South East) Ltd, Registered in England and Wales No 07003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Ltd, 16 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes, MK5 6LB which is authorised and regulated by the Financial Conduct Authority.
Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.
Visit the link below for more information on our Privacy Notice.
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
Perspective Financial Group Ltd are the data controllers of any personal data you provide to us on this form. For further information on how we use your personal data, please click here to see our Data Protection Statement.