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Gould Financial Planning:

Clients of Clifton Nash Financial Planners join Perspective

Thank you for visiting the Clifton Nash Financial Planners website. The firm was acquired on 11th July 2024 by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK. 

Perspective fully shares the ethos, ethics and client focused approach of Clifton Nash Financial Planners and we are sure this move will be of benefit to all our clients and contacts going forward.

Whilst the name Clifton Nash Financial Planners no longer exists, Perspective (Gould Financial Planning) Ltd, will now service Clifton Nash Financial Planner’s clients. Please visit www.pfgl.co.uk/our-locations/gould where you can find the up to date office contact details.

Please don’t hesitate to contact us if you would like to discuss anything or know more about Perspective.

John Davies

Perspective (Gould Financial Planning) Ltd

Cardiff Office
Quest House
St Mellons Business Park
Fortran Road
Cardiff
CF3 0EY

Telephone: 02922 52 53 54

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

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Perspective (Gould Financial Planning) Ltd, Registered in England and Wales No 7257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Gould Financial Planning) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (Gould Financial Planning) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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