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Perspective (Chapter Wealth)

Founded in 2012 as Chapter Wealth Management Limited, we have been successfully advising clients from our office in Waltham near Grimsby ever since. In 2025, we took the decision to become part of Perspective, enabling our clients and staff to benefit from their greater scale.

Everyone’s approach to the creation and management of their wealth is unique. Making the right decisions is essential for ensuring your long term future. Our aim is to provide top quality advice and a high quality service tailored to your individual needs.

Planning for a secure future, be it for yourself, your family or your business, is one of the most important steps you will ever take.  Changes in your circumstances, or the effects of inflation, will require you to regularly review and act upon your financial situation.

We advise private individuals and business owners on a wide range of important areas including investments, inheritance tax planning, pension and protection.

If you would like an initial consultation, without charge or obligation, with any of our financial planners, just contact us to arrange a convenient time. Let us help you to make the right decisions about key aspects of your financial life.

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 can assist you in achieving your financial goals.

The Financial Conduct Authority does not regulate Taxation and Trusts.

Perspective (Chapter Wealth)

Waltham, Grimsby Office
2c Kirkgate, Waltham
Grimsby
N.E Lincolnshire
DN37 0LS

Telephone: 01472 825757

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

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