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Whittington Goddard:

Perspective (Whittington Goddard)

Rotherham church with stone walls and a tall bell tower against a blue sky.

About Perspective (Whittington Goddard)

Established in 2003, the team at Whittington Goddard Associates Ltd has extensive experience in providing practical and personalised financial planning advice to individuals, families and businesses across Sheffield and the surrounding areas.

In March 2024, Whittington Goddard Associates Ltd took the decision to become part of Perspective Financial Group Limited, enabling the business to become part of a larger organisation with even greater resources and sharing the ethos, ethics and client focused approach.

Our Financial Planning Services

We pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. Whether you need advice on managing your money, retirement planning, or the financial impact of divorce, our financial advisors are here to help. See our full list of financial planning services which include personal financial planning and corporate financial planning.

Why Choose Us?

We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, our highly qualified financial advisors are able to assist you in achieving your financial goals.

The Financial Conduct Authority does not regulate Taxation and Trusts.

Perspective (Whittington Goddard)

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

Perspective (Whittington Goddard) 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