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From a landline: 0161 244 9759

From a mobile: 0330 053 9349

Client Portal

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 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