Wealth Experts Ltd were founded in 2021 when DJH Wealth Management Ltd and Mitten Clarke Wealth Ltd, two of the largest independent firms of financial planners in Stoke on Trent, joined forces. Both these companies had a long-standing history of providing financial planning and their origins go back as far as 2006. Then in 2023 Lyon Griffiths (Financial Services) Ltd joined the Wealth Experts Team.
In the last 4 years Wealth Experts Ltd has experienced considerable growth due to significant existing client referrals and through our long standing and successful relationship with DJH Accountants.
Over the last few years, Wealth Experts Ltd have supported DJH accountancy clients mainly in Stoke and Nantwich, but also across Chester and Manchester. However, as DJH Accountants have grown in their geographical reach, it has been tricky to offer support further afield.
Therefore, we felt the time had come to partner with a national firm so we could fully support the nationwide DJH Accountants office network in the same way as we operate in Stoke, Nantwich, Chester and Manchester.
In October 2025, Wealth Experts Ltd took the decision to become part of Perspective Financial Group Limited. By joining the group, the business is now part of a larger organisation, with even greater resources and importantly can help support the accountancy clients at DJH nationally.
We specialise in helping local families and business owners plan for their future, guiding clients through their investment options and helping to plan out the right financial journey for them.
Perspective (Wealth Experts) Ltd know money is only valuable if it lets clients live life their way and have developed a six-step financial planning process. This approach is centred around understanding and achieving clients’ goals, with every stage in the process designed to take clients one step closer to achieving their desired financial outcomes.
Our Financial Planning Services
At Perspective (Wealth Experts) Ltd, we specialise in both personal and business financial planning and our personal financial advisors provide a wide range of financial services, from retirement and pension planning to intergenerational estate and inheritance tax planning.
Why Choose Us?
We truly tailor our service to each client, getting to know things that are important, values, goals and aspirations and then family, work life, interests and any concerns, all with the ultimate aim of understanding how a client wants to live their life and what they want to achieve through working with us.
Together we will create and agree a plan and as we all know, nothing in life stays the same, so we will stay right by each client’s side, helping them manage their affairs, reviewing and changing plans when required.
Wanting help with your financial planning in Stoke? Get in touch with our financial advisers today to find out how they can support you.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning and automatic enrolment.
The Financial Conduct Authority does not regulate taxation and trust advice.