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We were pleased to be approached recently by the Chartered Insurance Institute to describe why and how we value Chartered status, regarded as the profession’s highest accolade:

“Being one of the UK’s leading national financial planning and wealth management firms with 15 offices and 180 staff, Chartered status at both corporate (four of our offices are Chartered) and individual level is a key element in communicating our professionalism. It means our clients and professional contacts know they are working with a firm that consistently delivers a client-centric approach, with advisers holding qualifications regarded by their peers as the highest professional accolade.

Our clients take comfort knowing they are working with a firm that holds the core values of the Chartered Insurance Institute at its very centre – they can be sure we deliver excellent service at every stage of the advice process. We proactively promote Chartered status via our website, presentations, social media, stationery and in our offices and see it as a reason why people choose us.”

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Registered in England and Wales No: 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

Should you have cause to complain, and you are not 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 9 123


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