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From a landline: 0161 244 9759

From a mobile: 0330 053 9349

Client Portal

Thank you for visiting Crown Wealth Management Limited.

We’re delighted to share some exciting news! On 12th March, Crown Wealth Management Limited was acquired by Perspective Financial Group Limited (Perspective), the parent company of a leading national network of financial planners and wealth managers with local offices across the UK.

While our name is now Perspective (Crown Wealth) and you’ll notice our fresh new branding, the things that matter most haven’t changed: our dedication to providing exceptional, client-focused advice. Perspective shares the same values and ethos that have always defined Crown Wealth Management Limited, and together we’re confident this partnership will bring even greater benefits to you.

We’d love for you to explore our new website: Perspective (Crown Wealth)Perspective Group (pfgl.co.uk). Here you’ll find updated contact details and email addresses (your current ones will still redirect, so nothing gets lost).

This is more than a name change—it’s an opportunity to give you even more. With the strength of Perspective behind us, we can offer broader expertise and resources while keeping the personal service you value. If you have any questions or just want to chat, please reach out—we’re excited about what’s ahead and we’re here for you every step of the way.

Perspective (Crown Wealth)

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

Perspective (Crown Wealth) is a trading style of Perspective (North West) Limited.

Perspective (North West) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 229808.

Perspective (North West) Limited is registered in England and Wales Number 04719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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

Privacy Notice

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