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Claire Wilson DipPFS

Financial Planner

Claire has over 20 years' experience in financial planning and joined Perspective in 2018. She holds the Diploma in Financial Planning.

She specialises in private client wealth management and retirement planning. She prides herself on communicating with clients of all levels of financial experience and explaining things to them in a way that is easy to understand.

Claire is very knowledgeable regarding the workings of the NHS Pension Scheme and the issues affecting scheme members in relation to Annual Allowance and Lifetime Allowance tax charges.

The Financial Conduct Authority does not regulate taxation or occupational pension schemes.

Claire Wilson


0191 217 3340


Newcastle Office

Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340