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Perspective welcomes Tees Valley Asset Management Ltd’s clients

Following the sudden, sad passing of my close friend and business partner David Snowden last year, it was imperative that I obtained vital help and support from a large national company.

I needed this help and support due to the increased workload, and I needed to look at my own succession planning, to protect both my clients and my family.

Following an exhaustive research process, I am pleased to confirm I have now identified the ideal practice – Perspective (North East) Ltd (Perspective).

They are fully committed to providing the level and quality of advice my clients have become used to. They fully share my values and levels of professional care, whilst having the financial strength and human resource of a national firm with over 20 offices across the UK.

Hence, from 31st March 2023, Tees Valley Asset Management Limited will no longer exist. You can visit Perspective website to find out more www.pfgl.co.uk/our-locations/northeast,  including how to contact me and them.

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

Gary Blakemore, Managing Director.

Perspective (North East) Ltd

Newcastle Office
Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340

Darlington Office
Regency House
51 Coniscliffe Road
Darlington
County Durham
DL3 7EH

Telephone: 01325 289400

Harrogate Office
4 Sceptre House
Hornbeam Square North
Harrogate
HG2 8PB

Telephone: 01423 810210

Hexham Office
2B Tanners Yard
Hexham
Northumberland
NE46 3NL

Telephone: 01434 607808

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

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Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (North East) 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