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Perspective (Marlborough Place)

Big wheel in a city

About Perspective (Marlborough Place)

Marlborough Place was founded in 2013 and, throughout the last decade, has experienced tremendous growth due to numerous recommendations from existing clients and professional connections.

Marlborough Place decided to join Perspective Financial Group Ltd on 3rd May 2023, enabling the business to become part of a larger organisation with even greater resources, sharing the same ethos, ethics and client-focused approach.

Whether you are looking for a financial advisor in Belfast or anywhere across Northern Ireland, or if you need support with your wealth management, our specialists at Perspective (Marlborough Place) are here to help.

Our Financial Planning Services in Belfast

At Perspective (Marlborough Place), we pride ourselves on providing expert personal financial planning and corporate financial planning advice and wealth management for individuals, companies and trustees.

Whether you need advice on managing your moneyretirement planning, or the financial impact of divorce, our financial planners are here to help. See our full list of financial planning services.

Why Choose Us?

We offer a whole-of-market approach, which we have always believed to be a key component in providing high-quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions or review your protection arrangements, our highly qualified financial advisors are able to assist you in achieving your financial goals. Our specialist financial advisors in Belfast have a wealth of experience and knowledge to provide you with the best possible advice and support.

So, whether you are looking for a financial advisor in Belfast or anywhere else in Northern Ireland, we are here to help you achieve your financial goals and secure your financial future.

Contact us today to learn more about our services and how we can help you.

The Financial Conduct Authority does not regulate trust advice.

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

Perspective (Marlborough Place)

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

Perspective (Marlborough Place) 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