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Perspective (Midlands & Cheshire) Ltd

Perspective (Midlands & Cheshire) Whitehall House.

About Perspective (Midlands & Cheshire) Ltd

At Perspective (Midlands & Cheshire) Ltd, we have been providing financial advice in Cheshire, Stoke on Trent, the Midlands and surrounding areas for over 25 years. We strongly believe in being an Independent Financial Advisor, which means we can source financial products from across the whole of the market, which benefits our clients.

Our roots in Newcastle under Lyme go back to 1985 when, under our original name of Ad Valorem Wealth Management, we began as a Sole Practitioner. After substantial growth, the firm became first a Partnership and then an LLP.

Our Financial Planning Services in the Midlands & Cheshire

We specialise in both personal and business financial planning at Perspective (Midlands & Cheshire) Ltd.

Our team of dedicated financial advisors in Stafford, Stoke on Trent, and Cheshire offer a comprehensive range of services. Our personal financial advisors in Cheshire provide a wide range of financial services, from retirement planning to later life planning  (care funding) and intergenerational estate and inheritance tax planning. For our corporate clients, our financial advisors offer advice on protecting your businessrecruitment and retention, and workplace pensions. Whether you are looking for a financial advisor in Stoke on Trent, or require support in your wealth management in Cheshire, our Newcastle under Lyme-based team can help you.

We understand that each client’s needs are unique, and we are committed to delivering personalised solutions to help you achieve your financial goals. Our financial advisors in Cheshire and Stoke on Trent possess the knowledge and expertise to guide you through the complexities of financial planning and provide tailored recommendations based on your specific circumstances.

Why Choose Us?

At Perspective (Midlands & Cheshire) Ltd, clients always come first. We invest in and utilise the latest technology to enhance our wealth management services and efficiency. We also invest in our people to always deliver the highest levels of client service and administration. Want to find out how our financial advisors in Newcastle under Lyme could help you? Contact our team today.

The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning or workplace pensions.

Perspective (Midlands & Cheshire) Ltd

Newcastle under Lyme Office
Whitehall House
Sandy Lane
Newcastle under Lyme

Telephone: 01782 711091

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

Chartered Financial Planners logo

Chartered Financial Planners

Perspective (Midlands & Cheshire) Ltd, Registered in England and Wales No 7935927. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley 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.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

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