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Quantum Portfolio Management acquired by Perspective

Thank you for visiting the Quantum Portfolio Management (QPM) website.

QPM was acquired in January 2021 by Perspective Financial Group Ltd (Perspective), a leading national firm of experienced and highly qualified financial planners and wealth managers. We deliver a professional and specialised service to individuals, trustees, deputies and businesses from offices across the UK.

The two founders of QPM, Kelvin Barlow and Nigel Minay, will both be retiring soon though they will remain active as Consultants to Perspective.

Perspective will continue to provide the same expert investment management service as QPM, specifically designed for recipients of large awards of damages for personal injury and clinical negligence. Whilst the firm has a new name, Perspective (North West) Ltd, its advice and services will continue to be focused on the specific needs of clients requiring expert and bespoke advice.

Like QPM, Perspective has built-up an enviable reputation for developing and maintaining close relationships with clients over the long term, offering a level of service other organisations find difficult to sustain. Most of Perspective’s offices have been in existence for over 30 years, and we often advise multiple generations within family groups as well as working closely with other professional connections.

The new key contact for clients and professional connections is Thomas Harrison DipPFS who can be contacted as follows:

We look forward to providing you with first-class advice and support. Please do not hesitate to contact Thomas Harrison using any of the above methods.

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