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Claire Paget DipPFS

Financial Planner

Claire joined Perspective in March 2025, she was particularly attracted to Perspective as they are so client orientated and provide lots of support to help advisers focus on doing the right thing for the clients.

Claire has worked in Financial Services for over 12 years, firstly in adviser support, then as a paraplanner and she has now been qualified as an adviser for 4 years. Claire particularly enjoys building lasting relationships and trust with clients and helping them to meet their goals. She helps clients through listening to them and helping them articulate their goals and objectives. Claire does this by building up trust and a long term relationship and making a difference to them.

Outside of work Claire enjoys travel (recent trips include Slovenia, France, Spain and USA/Canada), spending time with her family and friends, theatre – both performing with a local society and also going to watch productions both locally and in the West End, and is also an avid reader. She does not particularly enjoy going to the gym but makes herself do it anyway!

Based

Oulton Leeds Office

95 Aberford Road
Oulton
Leeds
LS26 8SL

Telephone: 0113 282 5017

Perspective (BLM) is a trading style of Perspective (North East) Limited.

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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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