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Your financial well-being is our primary concern.

Whether you have money to invest, a retirement to plan for or you wish to protect what you have, we can help you achieve the financial security you deserve through our personal wealth management service.

Our advisers take the time to get to know you, understand your current financial situation, as well as your aspirations and future requirements. We aim to minimise unnecessary costs and risks in order to help you to fulfil your objectives.

We are not just here to make money for you. We can also help you preserve your wealth. As Chartered financial planners, we always consider the tax consequences of any financial planning and, where appropriate, we work with fellow professionals to help you mitigate the impact of taxation whenever possible.

Our specialist advisers can you help you with:

Registered in England and Wales No 04163906. Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire SK9 3ND.
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.

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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