Claire Wilson

Claire Wilson

Perspective (North East) Limited

Minimum savings/pensions: Any amount

0330 038 8939
Based in Cramlington
View location
Verified since: December, 2025
4.9 out of 5

11 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 09 May 2026

    Claire is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Claire's status

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Claire has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 09 December 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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    Qualifications not yet added

    Claire has not yet added their qualifications to their profile

  • Transparent Fees

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    Claire has not yet added their fees to their profile

About

With over 28 years experience in the Financial Services industry, I began my career with a small, Newcastle based insurance brokerage, later progressing to larger local financial advisory firms before joining Perspective in 2018. I offer holistic financial advice tailored to each client's financial requirements and objectives, covering areas such as protection, investments, retirement planning and tax planning strategies. I am passionate about supporting my clients in their advice journey and take pride in helping them create clear, achievable financial plans for the future to guide them toward their long term goals.