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The company’s origins date back to 1985 when it traded as a Sole Proprietor and the practice has operated as an Independant Advisory practice since then. The business subsequently became a Partnership and LLP during which a period of substantial growth took place.

Today the business trades as Perspective (Midlands & Cheshire) Limited – formerly Ad Valorem Wealth Management, and is part of the Perspective Financial Group. It is a thoroughly modern enterprise which invests in and utilises the latest technology in order to enhance business disciplines. We invest in our people too in order to ensure the highest levels of client service and administration.

For clients who utilise our bespoke Private Client Service Wrap please launch and login to the secure extranet portal here

The Financial Conduct Authority does not regulate taxation advice.

Key Contacts

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Derek C Baptist MCSI, APFS

Managing Director, Chartered MCSI, Chartered Financial Planner

Ceri H Robbins ACSI

Director, Chartered Financial Planner

Latest News

Stay up to date with all our latest news, advice and guidance from Perspective (Midlands & Cheshire) Ltd.

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Registered in England and Wales No 7935927. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Midlands & Cheshire) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (Midlands & Cheshire) Ltd is a subsidiary of Perspective Financial Group Ltd.
Should you have cause to complain, and you are not 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 9 123
www.financial-ombudsman.org.uk

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