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Niamh Philp DipPFS

Financial Planner

Niamh joined Perspective as part of the Fortitude acquisition. Fortitude joined perspective as they were looking for a partner who shared the same values and together support our clients’ long term.

Her interest in Financial Services began early, with work experience in the sector at just 15. She started her professional journey at 19, gaining her Certificate in Financial Advice and working across a variety of roles. After relocating to the UK in 2004, she built a successful career in mortgage advice and later transitioned into paraplanning in 2010. Over the years, she developed a deep understanding of financial planning, and in recent years, stepped into an advisory role at Perspective.

Niamh is currently working towards Chartered Financial Planner status, having already completed several advanced exams and with just two remaining.

Her role centres on truly listening to clients—understanding their stories, goals, and aspirations—and crafting tailored financial solutions that help them live fulfilling lives. She finds great satisfaction in helping clients realise life-changing possibilities, whether it’s retiring early, taking a dream trip, or finally getting that long-awaited dog.

She thrives on helping clients gain clarity and confidence in their financial future, and values the strong team culture at Perspective, which makes her work even more rewarding.

Outside of work, Niamh enjoys walking her yellow Labrador, reading, and being “Mum’s taxi” to her two daughters. A passionate sports fan, she’s often found cheering at her local rugby club where both girls play. She’s also a devoted Strictly Come Dancing enthusiast and even took part in a local charity version of the show in 2023.

Based

Towcester Office

4 Selby Barns
Duncote
Towcester
Northants
NN12 8AL

Telephone: 01327 354321

Perspective (Fortitude) is a trading style of Perspective (Central & East) Limited.

Perspective (Central & East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 223377.

Perspective (Central & East) Limited is registered in England and Wales Number 03355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Central & East) Limited is a subsidiary of Perspective Financial Group Limited.

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