Skip to content

Accessibility tools

From a landline: 0161 244 9759

From a mobile: 0330 053 9349

Client Portal
Menu

Ramsey:

Perspective (Ramsey)

Ruins of a historic stone structure surrounded by trees and a road.

About Perspective (Ramsey)

The foundations of Perspective (Ramsey) were built on Ramsey Financial, formed in 2007. Ramsey Financial took the decision to join Perspective Financial Group Ltd in 2022, enabling the business to become part of a larger organisation with even greater resources, and sharing the same ethos, ethics and client-focused approach.

Our Financial Planning Services

At Perspective (Ramsay), we pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. We offer a whole-of-market approach, which we have always believed to be a key component in providing high-quality financial advice to clients. From advice on managing your money to retirement planning and later life planning, we have a wide range of financial planning services to assist you in achieving your financial goals.

Why Choose Us?

Our team of financial planners are highly experienced in providing expert financial advice to help individuals and businesses make the most of their financial resources. At Perspective (Ramsey), clients are at the centre of everything we do.

Perspective (Ramsey)

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

Perspective (Ramsey) is a trading style of Perspective (South East) Limited.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South 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