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Perspective (SFP)

Established in 2005, Strategic Financial Portfolios Limited delivered strategies benefiting new and existing clients. They enjoyed steady growth built on their core values and prudent management.

On October 1st 2023, Perspective Financial Group Ltd welcomed clients of  Strategic Financial Portfolios Limited. By joining Perspective, the firm is now part of a larger organisation, with even greater resources, a shared ethos and ethics and client focused approach.

Based on the outskirts Birmingham, Perspective (SFP) provides financial advice and wealth management in the city and surrounding areas. So, if you are looking for a trusted financial advisor in Birmingham, our team of specialists are here to support you.

Our Financial Planning Services in Birmingham

At Perspective (SFP), we pride ourselves on providing expert financial advice and wealth management for individuals, companies, and trustees. Whether you need advice on retirement planning or tax efficient savings our financial advisors in Birmingham are here to help. See our full list of financial planning services.

Why Choose Us?

At Perspective (SFP), our clients always come first. Our financial advisors are dedicated to providing financial advice that enables our clients to make full and effective use of their financial resources, so they can achieve the life they want to live.

Get in touch with the Perspective (SFP) team today to find out how our financial advisors in Birmingham can support you.

The Financial Conduct Authority does not regulate taxation advice.

The Financial Conduct Authority does not regulate some aspects of corporate financial planning or automatic enrolment.

The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.

Perspective (SFP)

Halesowen Office
1 St Kenelm Court
Steel Park Road
B62 8HD

Telephone: 0121 354 5157

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

Perspective (SFP) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd, Registered in England and Wales No 03120930 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

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