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Perspective welcomes Lifestyle Financial Services clients:

Perspective welcomes Lifestyle Financial Services clients

Thank you for visiting Lifestyle Financial Services website (Lifestyle). On 16th May 2025, Perspective Financial Group Limited (Perspective) welcomed clients of Lifestyle Financial Services.

Perspective is a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.

Lifestyle’s clients will now be looked after by the Perspective office most convenient for you which includes, but is not limited to, Perspective (SFP), Perspective (Oxon) Limited, Perspective (Gould) Limited & Perspective (South West) Limited

For contact details of all Perspective’s local offices, please visit Our Locations | Perspective Financial Group Ltd.

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

David Steed

Perspective welcomes Lifestyle Financial Services clients

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

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