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Novus Wealth Management Ltd becomes Perspective (North East) Limited.

Thank you for visiting the Novus Wealth Management Ltd website. On 4th September, Novus Wealth Management Ltd became part of Perspective Financial Group Limited (Perspective), the parent company of a leading national network of financial planners and wealth managers with local offices throughout the UK.

For many years, Novus Wealth Management has built its reputation on delivering bespoke financial planning and wealth management services, taking the time to understand each client’s individual goals, aspirations and circumstances. Through a highly experienced team and a commitment to outstanding personal service, the firm has supported individuals, families and businesses across the North East and beyond with retirement planning, investment management, estate planning and wider wealth management needs.

Whilst the Novus Wealth Management Ltd name will no longer be used, clients and contacts will continue to receive the same personal service, trusted relationships and professional support they have always enjoyed. You will notice relatively few changes beyond our new name, Perspective (North East) Limited, and the Perspective branding.

Perspective shares Novus Wealth Management’s commitment to putting clients first, building long-term relationships and providing tailored financial planning solutions designed around individual objectives. Together, we are well positioned to continue supporting clients with their financial planning needs, both now and in the future.

Please visit our new website at Perspective (North East) Limited, where you can find information about our services, local offices and financial planners, as well as our new email addresses.

We look forward to continuing to support you on your financial planning journey.

Ben Danson, Jon Sturrock and Nick Braun.

Perspective (North East) Limited

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

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Limited is a subsidiary of Perspective Financial Group Limited.

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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