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DJH Perspective Wealth Management

In December 2025 DJH Perspective Wealth Management was born from a joint venture between DJH and Perspective (North West) Limited, creating a seamless, integrated service from accounts and tax advisory through to financial planning.

By joining the Perspective Financial Group, this new business is part of a larger organisation, with even greater resources which, importantly can both help support the accountancy clients at DJH nationally and provide financial advice to new clients at the same time.

Whether you’re planning for retirement, protecting your family’s future, or looking to make the most of your wealth, our team of expert financial advisors have a personalised approach that puts you in control. Our advisors work with you to create tailored financial plans that help you achieve your goals and secure the future you’ve worked hard to build.

We specialise in helping local families and business owners plan for their future, guiding clients through their investment options and helping to plan out the right financial journey for them.

DJH Perspective Wealth Management know money is only valuable if it lets clients live life in the way they choose and this approach is centred around in-depth understanding and achieving clients’ goals.

Your journey to financial confidence

We have developed a seamless process and each stage is designed to take clients one step closer to achieving their desired financial outcomes.

Our Financial Planning Services 

At DJH Perspective Wealth Management, we specialise in both personal financial planning and corporate financial planning and our experienced financial advisors provide a wide range of financial services, from retirement and pension planning to intergenerational estate and inheritance tax planning.

Why Choose DJH Perspective Wealth Management? 

We tailor each aspect of our financial services to each client, gaining an in depth understanding of what is important to clients, their values, goals and aspirations, including family and loved ones, work, interests and hobbies and any concerns, all with the ultimate aim of understanding how a client wants to live their life and what they want to achieve through working with a financial advisor.

Together we will create and agree a financial plan to suit each client’s circumstances and as nothing in life stays the same, we will stay right by each client’s side, helping them manage their affairs, regularly reviewing and changing these plans when life event or circumstances change as they always do.

Looking for help with your financial planning? With a network of local offices, please do feel free to get in touch with our financial advisors to find out how they can support you.

The Financial Conduct Authority does not regulate some aspects of corporate financial planning and automatic enrolment.

The Financial Conduct Authority does not regulate taxation and trust advice.

DJH Perspective Wealth Management

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

DJH Perspective Wealth Management 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. You can verify our authorisation and permissions by using the FCA Firm Checker.

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 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