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Perspective (North West) Ltd

Perspective (North West) Chorley Office

We believe in strong, long-term client relationships to build your better future. At Perspective (North West) Ltd we aim to provide you with a welcoming, professional environment where our team are polite, patient and well-qualified. With financial advisors in Chorley, Manchester 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 all advice and central to the mindset of the team.

About Perspective North West Ltd

Since 2001, we have been providing planning advice to individual clients with varying financial needs. We do not believe there is a ‘one-size-fits-all’ solution for all clients. We are committed to establishing the circumstances, needs, wants and aspirations of our clients to ensure that our advice is not only what you want but is also the right thing for you.

Financial advice is not only about ensuring your money is invested in the right place, it is also imperative that our advice ensures your money does not attract any unnecessary tax and that relevant ‘what if’ scenarios are considered – the real definition of holistic financial advice.

Whether working with individuals or working in partnership with fellow professionals, we believe that the transparency of our financial advisors and the trust we build are imperative to a successful relationship.

At Perspective (North West) Ltd, we have three offices located in the North West, the first located in Chorley, the second located in Warrington and the third in Manchester. From these three locations, we provide financial advice and wealth management to clients located in Liverpool, Manchester, Warrington and the rest of the region. We were pleased when in October 2024, Edgmoor Limited joined us to create our Manchester office.

Whether you are looking for a financial advisor in Liverpool, Manchester, Warrington, Preston or the surrounding area, or are wanting support with your wealth management in Liverpool, our team of specialists at Perspective (North West) Ltd are here to support you.

Our Financial Planning Services in the North West

Looking for financial advisors in Liverpool, Manchester, or nearby areas? Our dedicated financial advisors cover Liverpool, Manchester, Warrington, Preston and the surrounding area, and 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.

At Perspective (North West) Ltd we provide personal financial planning services that help you manage your moneyplan for retirement and protect you and your family’s future. As well as the personal financial planning services we provide at Perspective (North West) Ltd, we also provide financial planning services for businesses, to help you with protecting your business.

No matter if you require personal financial planning or business-focused solutions, our knowledgeable financial advisors cover Liverpool, Manchester and the surrounding areas are dedicated to providing the guidance and support you need for a secure financial future.

Why Choose Us?

As part of the Perspective Financial Group Ltd, the Perspective (North West) Ltd team are committed to providing clients across the North West with the best wealth management solutions, ensuring all advice and support is delivered to the highest standard and in a timely manner.

With three offices located in the North West, the Perspective (North West) Ltd team can help you, regardless of whether you are looking for a financial advisor in Manchester, or a financial advisor in Chorley. If travel is not an option for you, then our team can arrange alternative meeting options to suit your needs.

If you are looking for trustworthy financial advisors in the North West of England, then contact one of our Perspective (North West) Ltd offices today to find out how we can help you.

The Financial Conduct Authority does not regulate taxation advice.

Perspective (North West) Ltd

Chorley Office
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY

Telephone: 01204 366522

Warrington Office
The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF

Telephone: 01925 750380

Manchester Office
Centurion House
129 Deansgate
Manchester
M3 3WR

Telephone: 0161 214 7926

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

Perspective (North West) Ltd, Registered in England and Wales No 04719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North West) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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