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South East:

Perspective welcomes Evolve Financial Management’s Clients

Thank you for visiting the Evolve Financial Management website. Following Mike Fisher’s decision to retire, we are delighted he has chosen Perspective Financial Group Ltd (Perspective) to look after his clients going forward.

Perspective are a leading national firm of financial planners and wealth managers with a network of 18 local offices across the UK, including one nearby in Maidstone where I am based.

Whilst the name Evolve Financial Management will no longer exist, we very much look forward to welcoming Evolve Financial Management’s clients and contacts. With our client-centric approach, 200 staff and the strength of a larger organisation, we are confident clients will benefit from our services. Mike will remain as a Consultant for a short time to help with the transfer process.

Perspective’s long-established office in Maidstone, known as Perspective (South East) Ltd, will now service Evolve Financial Management’s clients. Click here to find out more, including who’s who and their contact details. Please note that Evolve Financial Management’s existing email addresses will continue to operate and messages will be forwarded.

Please don’t hesitate to contact me if you would like to discuss anything or know more about Perspective.

Sam Wright APFS, Chartered Financial Planner

Director, Perspective (South East) Ltd

Tel: 01622 750426

Email: sam.wright@pfgl.co.uk

Perspective (South East) Ltd

Canterbury Office
32-33 Watling Street
Canterbury
Kent
CT1 2UD

Telephone: 01227 477949

Eastbourne Office
Suite 18a, Pacific House
Sovereign Harbour Innovation Park
1 Easter Island Place
Eastbourne
East Sussex
BN23 6FA

Telephone: 01323 642568

Maidstone Office
First Point
St. Leonards Road
Allington
Maidstone
ME16 0LS

Telephone: 01622 750426

St Leonards-On-Sea Office
Bellcrest House
114 Battle Road
St Leonards-On-Sea
TN37 7AG

Telephone: 01424 434045

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

Perspective (South East) Ltd, Registered in England and Wales No 07003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Ltd, 16 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes, MK5 6LB which is authorised and regulated by the Financial Conduct Authority.

Perspective (South East) 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