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Individuals, companies and trusts invest for a reason. It can be for income or growth or a combination of the two.

Whatever the reason for saving or investing, it is important to take into account your objective, timescale and appetite for risk, as well as the amount and timing of the investment monies available to you.*

Our advisers can help by:

  • Collecting relevant facts to understand what current savings and investments you hold and any objectives you have for these
  • Establishing your financial objectives, tolerance to risk and required liquidity
  • Producing a financial plan
  • Establishing a suitable asset allocation to match your attitude towards investment risk
  • Identifying the most tax efficient wrappers and constructing a suitable investment portfolio
  • Presenting this to you in a written financial report
  • Establishing any new arrangements and processing relevant documentation

*The value of your investment can go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

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

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