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Perspective (Carlton Smith Private Wealth):

Perspective (Carlton Smith Private Wealth)

Established in 2010, Carlton Smith Private Wealth was created to help clients achieve their life goals through comprehensive, long-term financial planning.

On 2nd June 2026, we joined Perspective Financial Group Limited, becoming Perspective (Carlton Smith Private Wealth). As part of a larger organisation, we benefit from greater resources while maintaining the personal service and client-focused approach our clients value.

Our clients are at the heart of everything we do. We build trusted, long-term relationships and provide clear, tailored financial advice to help individuals and families make confident decisions about their future.

By understanding your goals, lifestyle and circumstances, we create personalised financial plans designed to support your ambitions and provide lasting financial security. Whether you’re planning for retirement, growing your wealth, reducing tax liabilities, protecting your family or maximising investments, we’re here to help you achieve your objectives with confidence.

Based in Stowmarket, Perspective (Carlton Smith Private Wealth) continues to offer expert financial advice and wealth management services. If you are looking for a trusted financial advisor in Stowmarket, our team is here to support you.

Visit our dedicated Perspective (Carlton Smith Private Wealth) page.

Perspective (Carlton Smith Private Wealth)

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

Perspective (Carlton Smith Private Wealth) is a trading style of Perspective (Central & East) Limited.

Perspective (Central & East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 223377. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (Central & East) Limited is registered in England and Wales Number 03355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Central & East) Limited is a subsidiary of Perspective Financial Group Limited.

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

Privacy Notice

What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm