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Home Counties:

Clients of Copthorne Financial Services become part of Perspective

Following an exhaustive search to find a partner that shares my philosophy, values, levels of professionalism and client service, I am delighted to announce that I have chosen Perspective Financial Group Ltd (Perspective), a larger firm that shares our ethos, ethics, and client focused approach, to help my clients continue their ongoing financial planning.

They are fully committed to providing the level and quality of advice my clients have become used too. They fully share my values and levels of professional care, whilst having the financial strength and resources of a national firm with over 35 local offices across the UK.

Hence, from TBC May 2024, Copthorne Financial Services will no longer exist. Most of my clients will be looked after by Perspective’s nearby office in Chesham, or one of the Perspective offices that is geographically closer to them. You can visit Perspective’s website to find out more www.pfgl.co.uk/our-locations including how to contact the offices.

I have complete confidence this move will be of benefit to all my clients and potential new contacts going forward. Please don’t hesitate to contact myself or Perspective if you would like to discuss anything or know more.

Kind Regards

Nick Blackford,

Director

Perspective (Home Counties) Ltd

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Perspective (Home Counties) Ltd, Registered in England and Wales No. 7174102 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Ltd, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT which is authorised and regulated by the Financial Conduct Authority.

Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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