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Claire joined Perspective in 2017 and has progressed through various roles.

Claire holds a Regulated Diploma in Financial Planning and specialises in long-term care, equity release and mortgage advice. She is currently working towards achieving Chartered Financial Planner status. Over the last three years, Claire has worked with a variety of clients, helping them to plan their future and achieve their specific financial goals. She is looking forward to helping her clients do the same over the long term.

Other contacts

Samuel Wright FPFS

Director, Chartered Financial Planner

Mark Cashmore DipPFS

Financial Planner

David Earl FPFS

Chartered Financial Planner

Lewis Greenwood DipFA

Financial Planner

Dev Makrani

Financial Planner

James Posnett CFP™ CHARTERED MCSI

Certified Financial Planner

Mark Taylor, APFS

Director, Chartered Financial Planner

Registered in England and Wales No: 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

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

Should you have cause to complain, and you are not 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 9 123
www.financial-ombudsman.org.uk

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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