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North East:

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

Telephone

0191 217 3340

Based

Newcastle Office

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

Telephone: 0191 217 3340

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Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) 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