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Claire Wilson DipPFS

Financial Planner

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Office:

Newcastle

Covering locations:
Claire Wilson

Claire has over 20 years’ experience in financial planning and joined Perspective in 2018. She holds the Diploma in Financial Planning.

She specialises in private client wealth management and retirement planning. She prides herself on communicating with clients of all levels of financial experience and explaining things to them in a way that is easy to understand.

Claire is very knowledgeable regarding the workings of the NHS Pension Scheme and the issues affecting scheme members.

Check out Claire’s VouchedFor profile here.

The Financial Conduct Authority does not regulate taxation or occupational pension schemes.

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