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Perspective (Scotland):

Perspective (Scotland)

About Perspective (Scotland)

Perspective (Scotland) brings together a number of established financial planning businesses across Scotland, enabling us to provide local expertise backed by the strength and resources of a national organisation. With offices serving clients across Glasgow, Edinburgh, Dumfries and the surrounding areas, our experienced advisors provide personal financial planning and corporate financial planning support to clients located in Scotland.

Financial Planning That Supports Every Stage of Life

We believe financial planning and wealth management is about much more than managing money. It’s about helping people navigate life’s important moments with confidence, supported by expert advice and a long-term relationship built on trust.

Whether you are getting married, starting a family, growing a business or planning for retirement, we are here to help you make informed financial decisions every step of the way.

Our financial advisors work with individuals, families, business owners and professionals across Scotland, providing support with retirement planning, investment planning, tax-efficient strategies, estate planning and corporate financial planning. Whatever your goals, we will work with you to create a financial plan tailored to your circumstances and aspirations.

Our aim is to make your financial journey as smooth and secure as possible, whatever stage of life you are in.

Our clients always come first.

We are dedicated to providing high‑quality financial advice that helps our clients make effective use of their financial resources, enabling them to achieve the financial life they want to live. As part of Perspective Financial Group Limited, we combine local expertise with the strength and stability of a national organisation.

Get in touch with the Perspective (Scotland) team today to find out how we can support you and your financial future.

 

Perspective (Scotland)

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

Perspective (Scotland) is a trading style of Perspective (North East) Limited.

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North 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