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Perspective (IP):

Perspective (IP)

At Perspective (IP), we help people make confident financial decisions and plan for the future with clarity.

Formerly The Investment Partnership LLP, our team continues to provide the trusted financial advice and personal service that clients have valued for many years, now complemented by the added strength, expertise and resources of Perspective Financial Group Limited behind us.

For more than 30 years, we have helped clients navigate important financial decisions through a tailored and personal approach. By taking the time to understand what matters most to you, we provide advice that evolves alongside your goals, circumstances and aspirations.

This client-first philosophy has been at the heart of our success, helping us build long-lasting relationships based on trust, understanding and personal recommendations.

Whether you are planning for retirement, growing your wealth, protecting your family or seeking support with your investment strategy, we are here to help you achieve your financial goals with confidence.

 

Perspective (IP)

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

Perspective (IP) is a trading style of Perspective (South East) Limited.

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.

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