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We believe in strong, long-term client relationships to build your better future.
The company was formed in 1990 by Barry Leedham, who ran the business until his retirement in December 2013. Formed around family values, with an emphasis of working with clients in their long-term best interests – this remains as important to the business today as it did at the start.

At Perspective (North West) Ltd we aim to provide you with a welcoming, professional environment where our team are polite, patient and well qualified. Our clients’ wishes are the focus of all advice and central to the mindset of the team.

We provide advice to individual clients with varying financial needs. We do not believe there is a ‘one-size-fits-all’ solution to all clients. We are committed to establishing the circumstances, needs, wants and aspirations of our clients to ensure that our advice is not only what you want but is also the right thing for you.

Financial advice is not only about ensuring your money is invested in the right place, it is also imperative that our advice ensures your money does not attract any unnecessary tax and that relevant ‘what if’ scenarios are considered – the real definition of holistic financial advice.

Whether working with individuals or working in partnership with fellow professionals, we believe that transparency and trust are imperative to a successful relationship.

 

Key Contacts

View all our team
Trevor Clark Headshot

Trevor Clark

Chartered Financial Planner

Steve Leicester

Chartered Financial Planner

James Cooper

Chartered Financial Planner

Julie Kerfoot

Office Manager

Latest News

Stay up to date with all our latest news, advice and guidance from Perspective (North West) Ltd.

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Registered in England and Wales No 4719736. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire SK9 3ND
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) 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
www.financial-ombudsman.org.uk

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