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Perspective (East Anglia)

Perspective (East Anglia)

About Perspective (East Anglia)

Park Lane Independent Financial Advisers (IFA) Ltd delivered strategies benefiting new and existing clients. Their mission was to develop long-standing relationships based on trust to help their clients take control of their financial future, giving peace of mind, and the freedom to enjoy their interests.

In December 2023, Perspective Financial Group Ltd welcomed clients of Park Lane IFA Ltd. By joining Perspective, the firm is now part of a larger organisation, with even greater resources, a shared ethos and ethics and client focused approach.

Based in Essex,  Perspective (East Anglia) as the firm is now known provides financial advice and wealth management in the city and surrounding areas. So, if you are looking for a trusted financial advisor in Essex, our team of specialists are here to support you.

Our Financial Planning Services in Essex

At Perspective (East Anglia), we pride ourselves on providing expert financial advice and wealth management for individuals, companies, and trustees. Whether you need advice on retirement planning or tax efficient savings our financial advisors in Essex are here to help. See our full list of financial planning services.

Why Choose Us?

At Perspective (East Anglia), our clients always come first. Our financial advisors are dedicated to providing financial advice that enables our clients to make full and effective use of their financial resources, so they can achieve the life they want to live.

Get in touch with the Perspective (East Anglia), team today to find out how our financial advisors in Essex can support you.

The Financial Conduct Authority does not regulate taxation advice.

Perspective (East Anglia)

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

Perspective (East Anglia) is a trading style of Perspective (Northants and Cambs) Ltd, which is authorised and regulated by the Financial Conduct Authority.

Perspective (Northants and Cambs) Ltd, Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (Northants & Cambs) 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