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Caroline Cox

M&A Integration Team Leader

Caroline joined Perspective in November 2020 following a career in recruitment and business broking within the financial services sector.

Here the emphasis had been on developing relationships and supporting clients with their growth strategies or succession planning, which is certainly something that has been transferrable to her role at Perspective.

As M&A Coordinator, Caroline’s role in the M&A team focuses predominately on client integration, ensuring a seamless transition for our vendors and their clients. Problem solving is key to the role and Caroline enjoys finding the best solution to each challenge she faces.

Away from the office she likes cooking, visiting new places and listening to live music.

What to do if we didn’t get something right

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:

Contact

The Financial Ombudsman Service, Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk