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Perspective welcomes Clearwater Wealth Management LLP clients

We’re pleased to share that on 3rd March, Perspective Financial Group Limited (Perspective) welcomed clients of Clearwater Wealth Management LLP.

Perspective is a leading national firm of financial planners and wealth managers, with a strong network of local offices across the UK, combining national expertise with local, personal service.

While the Clearwater Wealth Management LLP name will no longer be used, Clearwater clients will now be supported by Perspective’s long‑established Chesham office, known as Perspective (South East) Limited.

Perspective shares the same ethos and values that have always underpinned Clearwater Wealth Management LLP. We’re confident that becoming part of Perspective will bring additional benefits, while continuing to provide the trusted, personal service you value.

We invite you to visit our website: Perspective (South East) Limited – Perspective Group (pfgl.co.uk) where you’ll find updated contact details and email addresses.

This change allows us to offer you even greater expertise and resources, supported by the strength of the wider Perspective group, while maintaining the close relationships and high standards of service you’re used to. If you have any questions, please don’t hesitate to get in touch — we look forward to supporting you going forward.

 

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Perspective (South East) Limited

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

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

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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