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Hollie Coomer FPFS

Director

Hollie, Director of Perspective (Gould Financial Planning) Ltd, formally known as Gould Financial Planning, joined the Group in March 2023. It was important to Gould to provide a long term sustainable future for their clients and staff. We shared their client-centric culture and offered exciting opportunities for their clients and staff alike.

Hollie has over 16 years of experience in the financial services industry, as her first full-time job she joined Gould Financial Planning as an administrator. Hollie worked her way up through the business to a technical paraplanner before being appointed to a senior management role of Director in January 2019.  

Hollie’s role entails managing the effective running of the firm, ensuring that the client service is first class by overseeing both the output from the firm and creating an environment for their team to develop into experienced administrators and paraplanners. Dealing with the internal matters associated with running an office effectively, frees up the financial planners’ time so they can concentrate on what matters most, their clients.  

Hollie Coomer Headshot

Based

Cardiff Office

Quest House
St Mellons Business Park
Fortran Road
Cardiff
CF3 0EY

Telephone: 02922 52 53 54

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Perspective (Gould Financial Planning) Ltd, Registered in England and Wales No 7257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Gould Financial Planning) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Gould Financial Planning) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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