Financial Planner
Current
Mar 2024 - Present
AeroLeads people directory · profile
Rhian Freear Email & Phone Number
Financial Planner
at
Perspective Financial Group Ltd
LinkedIn matched
✓ Verified July 2026
2 data sources
Profile completeness 86%
Current company
Role
Financial Planner
Location
United Kingdom
Company size
Who is Rhian Freear? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Rhian Freear is listed as Financial Planner at Perspective Financial Group Ltd, a with 52 employees, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Rhian Freear.
Rhian Freear previously worked as Director at Asta Financial Planning Ltd and Director at Freear Wealth Management, Associate Partner Practice Of St. James'S Place Wealth Management.
Company email context
Email format at Perspective Financial Group Ltd
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Perspective Financial Group Ltd
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Profile bio
About Rhian Freear
Rhian Freear is a Financial Planner at Perspective Financial Group Ltd. They possess expertise in investments, pensions, financial planning, personal financial planning, inheritance tax planning and 4 more skills.
Listed skills include Investments, Pensions, Financial Planning, Personal Financial Planning, and 5 others.
Current workplace
Rhian Freear's current company
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Perspective Financial Group Ltd
7 roles
Rhian Freear work experience
A career timeline built from the work history available for this profile.
Director
Asta Financial Planning Ltd
Mar 2021 - Sep 2024
Director
Freear Wealth Management, Associate Partner Practice Of St. James'S Place Wealth Management
Dec 2019 - Mar 2021
Financial Advisor
Oakwood Asset Management Llp
I joined Oakwood Asset Management LLP in October 2015. Here I continue my career as an Independent Financial Advisor. I advise across all areas of financial planning including pensions, investments, long term care, trusts and inheritance tax planning.I am passionate about building long term relationships with my clients to add value wherever possible, whilst keeping up to date with the constant changes in legislation and the industry as a whole to make sure I am always able to give the best advice.
Oct 2015 - Dec 2019
Financial Adviser
I joined CamOuse as our first female advisor in May 2011. I am able to provide advice on Investments, Pensions, Protection, Inheritance Tax Planning and Long Term Care.I have achieved the following qualifications: Diploma in Investment Planning, CeFa 1,2,3,4, CF8 & RO3
May 2011 - Oct 2015
Financial Planning Manager
Jan 2010 - May 2011
Personal Banker
Jul 2007 - Jan 2010
Team & coworkers
Colleagues at Perspective Financial Group Ltd
Other employees you can reach at pfgl.co.uk. View company contacts for 52 employees →
AB
Andy Bunting
Colleague at Perspective Financial Group LtdMaldon, England, United Kingdom
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PU
Paige Underwood
Colleague at Perspective Financial Group LtdRotherham, England, United Kingdom
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JJ
John Jackson Dip Pfs
Colleague at Perspective Financial Group LtdSowerby Bridge, England, United Kingdom
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LM
Lauren Mcgowan
Colleague at Perspective Financial Group LtdLeyland, England, United Kingdom
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HC
Harrison Cole
Colleague at Perspective Financial Group LtdGreater Northampton Area, United Kingdom
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MW
Matthew Wareing
Colleague at Perspective Financial Group LtdWigan, England, United Kingdom
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JP
Jamie Philp
Colleague at Perspective Financial Group LtdWendover, England, United Kingdom
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RM
Rhian Melissa Ingram
Colleague at Perspective Financial Group LtdNottingham, England, United Kingdom
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HM
Harry Murphy
Colleague at Perspective Financial Group LtdUnited Kingdom
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RP
Russell Palmer
Colleague at Perspective Financial Group LtdRamsey, England, United Kingdom
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Andy Bunting
Colleague at Perspective Financial Group LtdMaldon, England, United Kingdom
View →
PU
Paige Underwood
Colleague at Perspective Financial Group LtdRotherham, England, United Kingdom
View →
JJ
John Jackson Dip Pfs
Colleague at Perspective Financial Group LtdSowerby Bridge, England, United Kingdom
View →
LM
Lauren Mcgowan
Colleague at Perspective Financial Group LtdLeyland, England, United Kingdom
View →
HC
Harrison Cole
Colleague at Perspective Financial Group LtdGreater Northampton Area, United Kingdom
View →
MW
Matthew Wareing
Colleague at Perspective Financial Group LtdWigan, England, United Kingdom
View →
JP
Jamie Philp
Colleague at Perspective Financial Group LtdWendover, England, United Kingdom
View →
RM
Rhian Melissa Ingram
Colleague at Perspective Financial Group LtdNottingham, England, United Kingdom
View →
HM
Harry Murphy
Colleague at Perspective Financial Group LtdUnited Kingdom
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RP
Russell Palmer
Colleague at Perspective Financial Group LtdRamsey, England, United Kingdom
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FAQ
Frequently asked questions about Rhian Freear
Quick answers generated from the profile data available on this page.
What company does Rhian Freear work for?
Rhian Freear works for Perspective Financial Group Ltd.
What is Rhian Freear's role at Perspective Financial Group Ltd?
Rhian Freear is listed as Financial Planner at Perspective Financial Group Ltd.
Where is Rhian Freear based?
Rhian Freear is based in United Kingdom while working with Perspective Financial Group Ltd.
What companies has Rhian Freear worked for?
Rhian Freear has worked for Perspective Financial Group Ltd, Asta Financial Planning Ltd, Freear Wealth Management, Associate Partner Practice Of St. James'S Place Wealth Management, Oakwood Asset Management Llp, and Camouse Financial Management Limited.
Who are Rhian Freear's colleagues at Perspective Financial Group Ltd?
Rhian Freear's colleagues at Perspective Financial Group Ltd include Andy Bunting, Paige Underwood, John Jackson Dip Pfs, Lauren Mcgowan, and Harrison Cole.
How can I contact Rhian Freear?
You can use AeroLeads to view verified contact signals for Rhian Freear at Perspective Financial Group Ltd, including work email, phone, and LinkedIn data when available.
What skills is Rhian Freear known for?
Rhian Freear is listed with skills including Investments, Pensions, Financial Planning, Personal Financial Planning, Inheritance Tax Planning, Personal Pensions, Long Term Care Insurance, and Wealth Management.
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