Skip to content
Close

You have entered the pages of Perspective (North) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

Perspective (North) Limited is a highly regarded, Independent Financial advisory practice (formerly known as Harrogate Independent Financial Services Limited and incorporating the former Harrogate branch of Perspective Financial Management Limited) which has grown organically and through acquisition of other local IFA firms. Perspective (North) Ltd remains committed to providing a personal service with professionalism and expertise.

The former firms from which our business has grown have routes going back several decades and we continue to service clients who have come to us through the following companies:

  • Harrogate Financial Services Limited
  • Jackson King & Company Limited
  • Ellam Financial
  • Michael Rowe
  • Finn Gledhill

Perspective (North) Ltd – Proud to be Chartered Financial Planners.
We have been awarded the prestigious “Chartered Financial Planners” designation by the Chartered Insurance Institute (CII).

This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms, wholly committed to providing you with the best possible advice, service and support.

We deliver tailored services to a wide range of clients, including individual, corporate and trustees. We understand that all clients are different with each having varying needs which is why our advisers focus on delivering a highly-personal service with excellent communication, built on the principle of developing long-term relationships.

We recognise that areas of advice are becoming increasingly complex and we believe that the highest level of advice and service can not always be provided by a ‘general practitioner’ adviser; and as we have grown and incorporated other companies into our business, we have developed the capacity and expertise to enable us to establish niche specialists to facilitate market leading advice.

As your partner in building wealth and security, Perspective (North) Ltd wants to focus on ways to help you achieve the life you want to live and provide you with a level of service that suits your requirements.

Key Contacts

View all our team

Trevor Clark

Director, Chartered Financial Planner

John Davies

Managing Director and Financial Planner

Latest News

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

view all our latest news

Registered in England and Wales No 4021420. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire SK9 3ND
Perspective (North) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North) 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

Delivered by