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Perspective (Warwick Financial Solutions)

Established in 1991, the team at Warwick Financial Solutions has delivered trusted and highly personal, expert financial planning services to clients in Warwick and the surrounding area.

Your priorities are our priorities. In fact, they are the starting point for the relationship we build with you, and how we maintain the ongoing relationship too. Our tailored financial planning services are all based around understanding what your priorities are, hearing your concerns and learning about your values and goals for life.

In October 2024, we took the decision to become part of Perspective Financial Group Ltd, enabling us to become part of a larger organisation with even greater resources, and one that fully shares our ethos, ethics and client focused approach.

Our Financial Planning Services

We pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. Whether you need advice on managing your money, retirement planning, or the financial impact of divorce, our financial planners are here to help. See our full list of financial planning services.

Why Choose Us?

We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, our highly qualified financial planners are able to assist you in achieving your financial goals.

The Financial Conduct Authority does not regulate Taxation and Trusts.

Perspective (Warwick Financial Solutions)

Warwick Office
3 Charles Court
Budbrooke Road
Warwick
CV34 5LZ

Telephone: 01926 400441

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Perspective (Warwick) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.
Perspective (South) Ltd, Registered in England and Wales No 03120930 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the link below for more information on our Privacy Notice.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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

www.financial-ombudsman.org.uk