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Perspective (Gould Financial Planning) Ltd

About Perspective (Gould Financial Planning) Ltd

Gould Financial Planning were founded in March 2001 by the partners of Kilsby & Williams LLP, a firm of Chartered Accountants and experienced Financial Planners Simon Gould and Andy Gait. Gould Financial Planning took the decision to become part of Perspective Financial Group Ltd in March 2023, enabling the business to become part of a larger organisation with even greater resources, and sharing the ethos, ethics and client focused approach.

Our Financial Planning Services

We specialise in both personal and corporate financial planning at Perspective (Gould Financial Planning) Ltd.

Our personal financial planners provide a wide range of financial services, from retirement planning to intergenerational estate and inheritance tax planning. For our corporate clients, our financial planners offer advice on protecting your businessrecruitment and retention, and workplace pensions.

Why Choose Us?

As Perspective (Gould Financial Planning) Ltd clients always come first. We invest in and utilises the latest technology in order to enhance our service and efficiency. We also invest in our people to always deliver the highest levels of client service and administration.

Perspective (Gould Financial Planning) Ltd

Cardiff Office
Quest House
St Mellons Business Park
Fortran Road
Cardiff
CF3 0EY

Telephone: 02922 52 53 54

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

Perspective (Gould Financial Planning) Ltd, Registered in England and Wales No 7257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Gould Financial Planning) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Gould Financial Planning) 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