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Perspective (Staffordshire)

About Perspective (Staffordshire)

We pride ourselves on providing expert financial planning and wealth management advice for individuals, companies and trustees. We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice to clients.

Our Financial Planning Services

Whether you need to review your investment plans, prepare or manage your retirement provision or look at your Inheritance Tax position, our highly qualified advisers are able to assist you in achieving your financial goals.

Perspective (Staffordshire), originally Hunter & Co (Independent Financial Advisors [IFA]) Ltd, was established in 1998 by Robin W Hunter. In 2016, the firm was acquired and was run by Steve Bennett and Scott Flemings, both of whom are Chartered Financial Planners and Fellows of the Personal Finance Society.

In 2022, Perspective  welcomed  Hunter & Co (IFA) Ltd into the Group, enabling the firm to become part of a larger organisation with greater resources, which also shares the same ethos, ethics and client focused approach.

Why Choose Us?

Our team of financial planners are highly experienced in providing expert financial advice to help individuals and businesses make the most of their financial resources. At Perspective (Staffordshire), clients are at the centre of everything we do.

The Financial Conduct Authority does not regulate taxation or trust advice

Perspective (Staffordshire)

Staffordshire Office
Unit 4, Crompton Court
Attwood Road
Burntwood Business Park
Staffordshire
WS7 3GG

Telephone: 01543 396639

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

Chartered Financial Planners logo

Perspective (Staffordshire) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd, Registered in England and Wales No 03120930 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the link below for more information on our Privacy Notice.

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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