Stokenchurch
Angela joined Perspective in December 2025 when her previous firm, Chiltern Consultancy transitioned.
Angela has worked in the financial services industry since 2002. She began her career with Portman Building Society, where she completed her CeMAP qualification and became a mortgage advisor. After four years, Angela then transitioned into a paraplanning role with an independent advisory firm, which she held for five years while pursuing further qualifications to become Chartered and ultimately achieving Fellowship status. She later moved into compliance and advisory roles, focusing on corporate clients and specialising in employee benefits.
Joining Perspective in December 2025 marks an exciting new chapter in Angela’s career. After many years in compliance and corporate advice, she is now moving into a fully advisory role — a change that allows her to apply her experience directly in helping clients plan for their futures.
Angela most enjoys helping people achieve their financial goals. She finds seeing a client gain clarity, confidence, and a clear plan for the future incredibly rewarding.
When Angela is not advising clients, she enjoys staying active and keeping her brain engaged. She plays league hockey for her local team, has recently taken up golf, and is a big fan of extreme Sudoku puzzles — always looking for the next challenge!
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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