Halesowen
Tia joined Perspective (SFP) in March 2025 as a Financial Planner
She has worked in the financial industry for seven years, starting in customer service at a high street bank before moving into administration, paraplanning, and later working as a Mortgage & Protection Advisor. Becoming a Financial Planner has been her goal since entering the industry, and she now enjoys delivering personalised advice to help clients meet their retirement and investment objectives.
Tia plans to begin working towards Chartered status in the near future.
She enjoys building lifelong relationships with her clients and finds it rewarding to support them in achieving their goals through clear, practical financial planning.
Outside of work, Tia enjoys spending quality time with her young son and exploring great food.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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 9123