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From a mobile: 0330 053 9349

Client Portal

Perspective welcomes Annandale Financial Services LLP’s clients.

Thank you for visiting Annandale Financial Services LLP.

We are pleased to announce that on 9th September, Perspective Financial Group Limited (Perspective) welcomed the clients of Annandale Financial Services LLP. Perspective, the parent company of a leading national network of financial planners and wealth managers with local offices throughout the UK.

For more than 40 years, Annandale Financial Services has helped clients achieve their financial goals through independent, professional advice built on honesty, integrity, reliability and value. These principles have always been at the heart of our business and remain central to the service you will continue to receive.

While our name has changed to Perspective (Scotland) and you will see a new look and branding, the team you know and trust remains committed to providing the personal, client-focused service that has defined Annandale Financial Services for decades.

Joining Perspective allows us to build on these strong foundations. Alongside the local expertise and relationships you value, you will now benefit from the additional resources, technical expertise and wider support available through a national financial planning group.

We invite you to visit our new website: Perspective (Scotland)

There you will find updated contact information, although existing contact details will continue to redirect during the transition.

As always, our priority is helping you achieve your financial objectives with confidence through clear advice, transparent service and a long-term commitment to your financial wellbeing. We look forward to continuing to support you as part of Perspective.

If you have any questions, please do not hesitate to get in touch.

Graeme Reid & Neil Coutts

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.

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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