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Strategic Financial Portfolios becomes Perspective (SFP)

Thank you for visiting the Strategic Financial Portfolios website. The firm was acquired on October 1st by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.

Whilst the name Strategic Financial Portfolios will no longer exist, you will notice relatively few other changes apart from our new name, Perspective (SFP), and the Perspective branding.

Please visit our new website Perspective (SFP) www.pfgl.co.uk/sfp where you can also find our new email addresses (although the current ones will automatically redirect).

Perspective fully shares the ethos, ethics and client focused approach of Strategic Financial Portfolios and we are sure this move will be of benefit to all our clients and contacts going forward.

Please don’t hesitate to contact us, or your normal contact if you would like to discuss anything or know more about Perspective.

Mohammed Bostan

Perspective (SFP)

Halesowen Office
1 St Kenelm Court
Steel Park Road
Halesowen
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.

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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