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Clients of Copthorne Financial Services become part of Perspective

Following an exhaustive search to find a partner that shares my philosophy, values, levels of professionalism and client service, I am delighted to announce that I have chosen Perspective Financial Group Ltd (Perspective), a larger firm that shares our ethos, ethics, and client focused approach, to help my clients continue their ongoing financial planning

They are fully committed to providing the level and quality of advice my clients have become used too. They fully share my values and levels of professional care, whilst having the financial strength and resources of a national firm with over 35 local offices across the UK.

Hence, from 16th July 2024, Copthorne Financial Services will no longer exist. Most of my clients will be looked after by Perspective’s nearby office in Chesham, or one of the Perspective offices that is geographically closer to them. You can visit Perspective’s website to find out more www.pfgl.co.uk including how to contact the offices.

I have complete confidence this move will be of benefit to all my clients and potential new contacts going forward. Please don’t hesitate to contact myself or Perspective if you would like to discuss anything or know more.

Kind Regards

Nick Blackford,

Director

Perspective (Home Counties) Ltd

Amersham Office
Suite 1, Sycamore House
1 Woodside Road
Amersham
Buckinghamshire
HP6 6AA

Telephone: 01494 434544

Chesham Office
Chessman House
4-6 Red Lion Street
Chesham
Buckinghamshire
HP5 1HF

Telephone: 01494 778199

Holmer Green Office
2 Pond Approach
Holmer Green
Buckinghamshire
HP15 6RH

Telephone: 01494 816144

Rickmansworth Office
89 High Street
Rickmansworth
Hertfordshire
WD3 1EF

Telephone: 01923 896189

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

Perspective (Home Counties) Ltd, Registered in England and Wales No. 7174102 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Ltd, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT which is authorised and regulated by the Financial Conduct Authority.

Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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