We believe in strong, long-term client relationships to build your better future. At Perspective (North West) Limited we aim to provide a welcoming, professional environment where our team are well-qualified, patient and polite,. With offices in Chorley, Newcastle under Lyme, Oswestry and Warrington, our commitment lies in offering financial guidance to these regions, as well other parts of the UK. Our clients’ wishes are the focus of our advice and are central to the mindset of the team.
About Perspective (North West) Limited
We have provided planning advice for well over 30 years to individual clients with diverse financial needs. We do not believe there is a ‘one-size-fits-all’ solution, but are committed to establishing your circumstances, needs, wants and aspirations to ensure that our advice is not only financially correct, but is also what you want.
Financial advice is not only about ensuring your money is invested in the right place. It is imperative that our advice ensures your money does not attract unnecessary tax and that relevant ‘what if’ scenarios are fully considered – the real definition of holistic financial advice.
Whether working with individuals or in partnership with fellow professionals, we believe that the transparency of our financial advisers and the trust we build are essential to a successful relationship. Our balance of professionalism and friendliness plays a big part in delivering outstanding client service to individuals of all ages, families, companies, company directors and self-employed individuals which has led us from strength to strength.
We have four offices in the region – Chorley, Oswestry, Warrington and Newcastle under Lyme. From these locations, we provide financial advice and wealth management to clients located in Liverpool, Manchester, Warrington, Cheshire, Stoke on Trent, Shropshire, North Wales, the Midlands and surrounding regions.
We were pleased when Edgmoor Financial Planners of Manchester joined us in October 2024. Then in April 2025, two of Perspective’s long-established offices in Newcastle under Lyme and Oswestry came under the North West umbrella. Both offices’ roots extend back many decades, trading under the names of Ad Valorem Wealth Management and Applewood Wealth Management respectively.
Whether you are looking for a financial adviser or are wanting support with your wealth management in Liverpool, Manchester, Warrington, Cheshire, Shropshire, North Wales or the surrounding areas, our professional and friendly team of specialists at Perspective (North West) Limited are here to support you.
Our Financial Planning Services in the North West
Our dedicated financial advisers are always able to provide personal financial planning services tailored to your needs. We understand the importance of managing your money, planning for retirement, and safeguarding the future of you and your family. We invest in and utilise the latest technology to enhance our wealth management services and efficiency
We provide personal financial planning services that help you manage your money, plan for retirement and protect you and your family’s future, as well as financial planning services for businesses, to help you protect your business and plan for succession.
Whether you require personal financial planning and/or business-focused solutions, our highly qualified financial advisers are dedicated to providing the guidance and support you need for a secure financial future.
Why Choose Us?
As part of Perspective Financial Group Limited, the Perspective (North West) Limited team are committed to providing their clients with the best wealth management solutions, ensuring all advice and support is delivered to the highest standard and in a timely manner.
We use the latest communication technology so if travel is difficult for you, then our team can arrange alternative meeting options to suit your needs including telephone consultations and on-line video meetings.
The Financial Conduct Authority does not regulate taxation advice.