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We provide a comprehensive Financial Planning Service to our clients. The firm’s Principals are long standing professionally qualified Members of the Chartered Insurance Institute (CII) and both also personally hold Chartered Financial Planner status. In addition, the firm is one of the few in the UK to hold the CII’s Corporate Chartered Financial Planners status.

One of the firm’s Principals is also a professionally qualified Member of the Chartered Institute for Securities and Investment (CISI), the UK’s recognised professional body for Investment Management professionals.

The value of your investment can fall as well as rise and you may get back less than you have invested.

We provide comprehensive impartial advice to individual clients on the following matters:

  • Holistic Financial Planning
  • Retirement Planning
  • Investment Planning
  • Regular Savings
  • Protection
  • Taxation
  • Estate Planning
  • Medical and Healthcare Insurance

Further Information

For further information or fact sheets on any of the above topics please call 01782 711 091 or visit our contact us page for contact details.

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

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

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