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Perspective (East Anglia)

Perspective (East Anglia) Braintree Office

About Perspective (East Anglia)

Our origins go back to 1979 when we were known as Wingham Wyatt Financial Services. In 2022, Stafford Wealth Management and December 2023, Park Lane Independent Financial Advisers (IFA) became part of us.

We are a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses throughout East Anglia and beyond. Our administrative bases in Braintree and Hertford provide top quality technical and research support to a growing team of experienced financial planners.

Our Financial Planning Services

Our team can demonstrate almost a century of experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensure our clients receive a quality of advice that is second to none. We provide financial planning advice to individuals, companies, company directors and self-employed individuals.

Whether you are needing support managing your money, or advice on protecting you and your family’s financial future, our financial advisors offer a wide range of personal financial planning services to help you plan for and achieve the future you desire. For businesses, we provide corporate financial planning services to help you protect your business, maximise your recruitment and retention efforts and provide workplace pensions for your employees.

Why Choose Us?

Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.

As whole of market advisors we have access to all available financial services solutions and are able to identify those that best suit our clients’ current needs and circumstances. From the first meeting to putting a plan into action, we keep your best interests at the centre of everything we do.

The Financial Conduct Authority does not regulate taxation and some aspects of setting up workplace pension schemes

Perspective (East Anglia)

Braintree Office
9 Freeport Office Village
Century Drive
Braintree
Essex
CM77 8YG

Telephone: 01376 331800

Hertford Office
The Red House
Bluecoats
Hertford
Hertfordshire
SG14 1AX

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

Perspective (East Anglia) is a trading style of Perspective (Northants & Cambs) Ltd, which is authorised and regulated by the Financial Conduct Authority.

Perspective (Northants & Cambs) Ltd, Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (Northants & Cambs) 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