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Perspective (North West) Ltd

Perspective (North West) Ltd

We believe in strong, long-term client relationships to build your better future. At Perspective (North West) Ltd we aim to provide you with a welcoming, professional environment where our team are polite, patient and well qualified. Our clients’ wishes are the focus of all advice and central to the mindset of the team.

About Perspective North West Ltd

Since 2001, we have been providing planning services to individual clients with varying financial needs. We do not believe there is a ‘one-size-fits-all’ solution to all clients. We are committed to establishing the circumstances, needs, wants and aspirations of our clients to ensure that our advice is not only what you want but is also the right thing for you.

Financial advice is not only about ensuring your money is invested in the right place, it is also imperative that our advice ensures your money does not attract any unnecessary tax and that relevant ‘what if’ scenarios are considered – the real definition of holistic financial advice.

Whether working with individuals or working in partnership with fellow professionals, we believe that our Services’ transparency and trust are imperative to a successful relationship.

At Perspective (North West) Ltd, we have two offices located in the North West, the first located in Chorley and the second located in Warrington.

Our Financial Planning Services

Our specialists at Perspective (North West) Ltd provide personal financial planning services that help you manage your money, plan for retirement and protect you and your family’s future. As well as the personal financial planning services we provide at Perspective (North West) Ltd, we also provide financial planning services for businesses, to help you with protecting your business.

Why Choose Us?

As part of the Perspective Financial Group Ltd, the Perspective (North West) Ltd team are committed to providing clients across the North West with the best financial planning solutions, ensuring all advice and support is deliver to the highest standard and in a timely manner. We do not over promise at Perspective.

With two offices located in the North West, the Perspective (North West) Ltd team can help you, regardless of whether you are looking for a financial planner in Manchester, or a financial planner in Liverpool. If travel is not an option for you, then our team can arrange alternative meeting options to suit your needs.

If you are looking for trustworthy financial planners in the North West of England, then contact one of our Perspective (North West) Ltd offices today.

The Financial Conduct Authority does not regulate taxation advice.

Perspective (North West) Ltd

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

Perspective (North West) Ltd, Registered in England and Wales No 4719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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

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

Privacy Notice

What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm