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Perspective (Scotland):

Thank you for visiting Phoenix Wealth Solutions Limited.

We’re delighted to share some exciting news! On 17th June, Phoenix Wealth Solutions Limited was acquired by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a strong network of local offices across the UK.

Our name has now changed to Perspective (Scotland), and you will notice our refreshed branding. But what truly matters has not changed: our commitment to providing exceptional, client-focused advice. Perspective shares the same values and ethos that have always defined Phoenix Wealth Solutions, and together we are confident this partnership will bring even greater benefits to you.

We invite you to explore our new website: Perspective (Scotland) – Perspective Group (pfgl.co.uk). Here you will find updated contact details and email addresses.

This is more than a name change: it is an opportunity to offer you even more. With the strength of Perspective behind us, we can provide broader expertise and resources while continuing the personal service you value. If you have any questions or simply want to talk things through, please reach out. We are here for you every step of the way and excited about what is ahead.

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