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Perspective (Chelmsford)

On 15th of November 2023, Perspective Financial Group Ltd (Perspective) welcomed the clients of Primera Wealth Management. By joining Perspective, the firm is now part of a larger organisation, with even greater resources, a shared ethos, ethics and a unified client centric approach.

Based in Ford End near Chelmsford, Essex, Perspective (Chelmsford) provides financial advice and wealth management in the surrounding area, and the wider UK. So, if you are looking for a trusted financial advisor, our team of specialists are here to support you.

Our Financial Advisors in Essex

At Perspective (Chelmsford), we pride ourselves on providing expert financial advice and wealth management for individuals, companies, and trustees. Whether you need advice on retirement planning or tax efficient savings our financial advisors are here to help. See our full list of financial planning services. 

Why Choose Us?

At Perspective (Chelmsford), our clients always come first. Our financial advisors are dedicated to providing financial advice that enables our clients to make full and effective use of their financial resources, so they can achieve the life they want to live.

Get in touch with the Perspective (Chelmsford) team today to find out how our financial advisors in Essex can support you.


The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.

Perspective (Chelmsford)

Essex Office
Office E, Dutch Barn
Ford End
Nr Chelmsford

Telephone: 01245 847900

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

Perspective (Chelmsford) is a trading style of Perspective (Northants and Cambs) Ltd, which is authorised and regulated by the Financial Conduct Authority.

Perspective (Northants and Cambs) Ltd, Registered in England and Wales No 3355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (Northants & Cambs) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

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