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Louise McCall FPFS

Chartered Financial Planner

Louise joined Perspective (West) Ltd in October 2016 and has over 30 years’ experience in financial services having previously worked in an accountancy practice and private banking.

Louise is qualified to Advanced Level of the Diploma, is a Fellow of the Personal Finance Society and was awarded Chartered Financial Planner Status in 2016. She holds advanced qualifications in Taxation, Trusts, Pensions, Long Term Care and Investment Management, and her specialist area is Inheritance Tax Planning.

She advises on many aspects of financial planning, with a focus on helping individuals plan for, and enjoy, their retirement. She is confident in providing clear advice and information to clients in a way that’s easy to understand.

Telephone

01244 680314

Based

Oswestry Office

15 English Walls
Oswestry
Shropshire
SY11 2PA

Telephone: 01691 671903

Perspective (West) Ltd, Registered in England and Wales No 5436958. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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

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