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North West:

Edgmoor Financial Planners becomes Perspective (North West) Ltd

Thank you for visiting the Edgmoor Financial Planners website. The firm was acquired on 29th October 2024 by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.

Whilst the name Edgmoor Financial Planners will no longer exist, you will notice relatively few other changes apart from our new name, Perspective (North West) Ltd and the Perspective branding.

Please visit our new website at https://www.pfgl.co.uk/our-locations/north-west/ where you can also find our new email addresses (although the current ones will automatically redirect).

Perspective fully shares the ethos, ethics and client focused approach of Edgmoor Financial Planners and we are sure this move will be of benefit to all our clients and contacts going forward.

Please don’t hesitate to contact us, or your normal contact if you would like to discuss anything or know more about Perspective.

John Cotton DipPFS

Barry O’Neill APFS

Perspective (North West) Ltd

Chorley Office
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY

Telephone: 01204 366522

Warrington Office
The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF

Telephone: 01925 750380

Manchester Office
Centurion House
129 Deansgate
Manchester
M3 3WR

Telephone: 0161 214 7926

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

Perspective (North West) Ltd, Registered in England and Wales No 04719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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.

Visit the link below for more information on our Privacy Notice.

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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