Skip to content
Close

You have left the pages of Claire Wilson. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here.

I specialise in…

Private client wealth management and retirement planning.

I am really good at…

Communicating with clients of all levels of financial experience and explaining things to them in a way that is easy to understand.

A bit of background…

I have a total of 22 years’ experience in Financial Services since starting my first job with a small Newcastle based insurance brokerage. Since then I have gained experience at all levels of financial planning including Administration, Client Services, Paraplanning and on the front line providing Independent Financial Advice to clients. I joined Perspective in late 2018 following 13 years with my previous firm.

Other areas of expertise…

I am 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.

Delivered by