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Thank you for visiting the Prolific Financial Services Ltd (Prolific) website. The firm was recently acquired 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.

Since Prolific was launched in 2001, we have experienced tremendous growth due to numerous recommendations from existing clients and professional connections for which we are both immensely grateful.

In the past few years our attention has naturally been drawn towards succession planning, with the aim of bringing on new, young advisers to take the business into the future. We have had some success in this regard, but in all honesty finding suitable candidates has proved a challenge, largely due to their scarcity in the industry. In addition, as with all firms like ours, we have seen a gradual increase in the burden and costs of regulation.

With this in mind, we decided the best solution for our clients and our staff, was to seek a merger with a larger partner who could not only provide access to the next generation of advisers, but also help with the increasing regulatory burden.

We have carried out an exhaustive search to find a partner that shares our values and levels of professionalism and client service. We are delighted to announce that we have taken the decision to become part of Perspective Financial Group Ltd (Perspective), a larger firm that shares our ethos, ethics and client focused approach. This move will provide long term security to the provision of financial advice to you, and career security for our staff.

About Perspective

Perspective was founded in 2008 and over the past 13 years has gained an excellent reputation as a highly professional, client-centric firm with a network of 19 offices nationally.

Like us, their expertise lies both; in financial planning and wealth management for individuals, companies and trustees, as well as offering a nationwide employee benefit service. They offer whole-of-market advice, which we have always believed to be a key component in providing high quality financial advice to clients. Whilst Perspective has the scale of a national group, they have the feel of a local firm, and we are confident they share the same fundamental values as we do.  You can visit their website at www.pfgl.co.uk to find out more.

Our Office and Staff

We will both retain our roles as Financial Advisers and continue to lead the Warrington office, so you will notice relatively few changes other than our new name and branding. We will now be known as Perspective (North West) Ltd and have a sister office in Perspective’s existing Chorley location.

We are delighted that the rest of our financial planning and administrative teams will stay the same and we will remain in our existing offices with the same telephone number.

Should you wish to know more about this change in ownership, please do not hesitate to contact us. On behalf of the team in Warrington and the wider Perspective team, we all look forward to continuing to advise you over the years to come.

Kind regards

Phil Newton

Director

Simon Allan

Director

Registered in England and Wales No 4719736. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire 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.

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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