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Perspective (Devonshire):

Perspective welcomes Devonshire Wealth Management’s clients.

Thank you for visiting the Devonshire Wealth Management website. On March 18th, Devonshire Wealth Management became part of Perspective Financial Group Limited (Perspective). As such, Perspective welcome clients of Devonshire Wealth Management. Devonshire Wealth Management is a trading style of Devonshire Financial Services Ltd.

Perspective is a leading national firm of financial planners and wealth management experts with a network of local offices throughout the UK.

Perspective fully shares the ethos, ethics and client focused approach of Devonshire Wealth Management and we are sure this move will benefit all our clients and contacts going forward.

Whilst the name Devonshire Wealth Management will no longer exist, you will notice relatively few other changes apart from our new name, Perspective (Devonshire), which will now service Devonshire Wealth Management’s clients.

Please visit Perspective (Devonshire) where you can find up to date office contact details.

Please don’t hesitate to contact Perspective if you would like to discuss anything further.

Perspective (Devonshire)

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

Perspective (Devonshire) is a trading style of Perspective (South East) Limited.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Visit the link below for more information on our website privacy notice.

Privacy Notice

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

www.financial-ombudsman.org.uk