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Claire Slater DipPFS Cert CII (MP & ER)

Financial Planner

Claire joined Perspective (South East) Ltd in 2017, where she began training as a Paraplanner and became a Financial Planner in 2020.

Claire holds the Regulated Diploma in Financial Planning. She continues to develop her knowledge and is currently working towards attaining her Chartered Financial Planner status.

Claire enjoys working with a variety of clients, providing them with holistic advice to help plan their future and achieve their specific financial goals. Claire specialises in long-term care, equity release and mortgage advice.

Claire Slater

Telephone

01622 750426

Based

Maidstone Office

First Point
St. Leonards Road
Allington
Maidstone
ME16 0LS

Telephone: 01622 750426

Crystal Palace Office

Foresters Hall
25 – 27 Westow Street
London
SE19 3RY

Telephone: 020 3713 8920

Chartered Financial Planners logo

Chartered Financial Planners

Perspective (South East) Ltd, Registered in England and Wales No 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Ltd, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT which is authorised and regulated by the Financial Conduct Authority.

Perspective (South 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