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Proud to be Chartered.

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…
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scams

Staying Vigilant about Financial Scams

It is a distressing reality that even during the Covid-19 pandemic when so many people are themselves facing testing times, cyber criminals are still active. Financial scams are becoming more sophisticated. Scams look and sound legitimate, which is why…
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Cambridge Investments

Cambridge Weekly – 21st September 2020

Cambridge Weekly Update   Taking a step back to look forward Stock markets have stabilised and started trading sideways, in a sign of healthy consolidation following their extraordinary recovery rally since late March. Notably, the darlings of the recovery, namely US large…
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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

www.http://.financial-ombudsman.org.uk

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