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Claire Medwell DipPFS

Financial Planner

Claire joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).

Claire has worked in finance since the age of 22 after graduating with a degree in law and later went on to join the financial services industry after the pandemic. Claire has progressed through various roles including business development & compliance coordinator, accounts & finance manager and paraplanner. She has since achieved her adviser status and became a financial planner in January 2024. Claire aims to start studying to become chartered in the near future.

Within her role Claire provides independent financial advice to clients and also specialises in investment and insurance cases.

Claire enjoys all aspects of her role and finds it rewarding when she helps a client meet their financial objectives. Claire ensures all her clients feel involved in the advice process by keeping in contact with them on a regular basis and by ensuring all financial concepts are clear to understand.

Outside of work Claire enjoys socialising with friends and spending time with her family.

Based

Halifax Office

66 West Street
Sowerby Bridge
Halifax
HX6 3AP

Telephone: 01422 832100

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Perspective (Brighter) is a trading style of Perspective (North East) Ltd which is authorised and regulated by the Financial Conduct Authority.

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 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