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Personal Financial Planning

With a growing network of local offices wherever you live in the UK, you and your family can benefit from our expert, specialist, holistic financial planning advice. Our Purpose is to enable you to make full and effective use of your financial resources, so you can plan for and achieve the future you desire.

This covers the following services:

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Corporate Financial Planning

Whatever the size or longevity of your business – its future may depend on how well prepared you are for unexpected events. As a business owner or director, you need to consider issues including the loss through the unexpected illness or death of key people, corporate tax planning, workplace pensions and employee incentives.

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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.

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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