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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. You can verify our authorisation and permissions by using the FCA Firm Checker.

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 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