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South East:

Perspective welcomes Clearwater Wealth Management LLP clients

We’re pleased to share that on 3rd March, Perspective Financial Group Limited (Perspective) welcomed clients of Clearwater Wealth Management LLP.

Perspective is a leading national firm of financial planners and wealth managers, with a strong network of local offices across the UK, combining national expertise with local, personal service.

While the Clearwater Wealth Management LLP name will no longer be used, Clearwater clients will now be supported by Perspective’s long‑established Chesham office, known as Perspective (South East) Limited.

Perspective shares the same ethos and values that have always underpinned Clearwater Wealth Management LLP. We’re confident that becoming part of Perspective will bring additional benefits, while continuing to provide the trusted, personal service you value.

We invite you to visit our website: Perspective (South East) Limited – Perspective Group (pfgl.co.uk) where you’ll find updated contact details and email addresses.

This change allows us to offer you even greater expertise and resources, supported by the strength of the wider Perspective group, while maintaining the close relationships and high standards of service you’re used to. If you have any questions, please don’t hesitate to get in touch — we look forward to supporting you going forward.

 

You can continue to access and view your investments with Abrdn here.

Perspective (South East) Limited

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

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.

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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