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Perspective welcomes Avon Financial Advisers’ Clients

Thank you for visiting Avon Financial Advisers Ltd’s website. Following Stephen Cook’s decision to retire, we are delighted he has chosen Perspective Financial Group Ltd (Perspective) to look after his clients going forward.

Perspective are a leading national firm of financial planners and wealth managers with a network of 19 local offices across the UK, including one nearby in Marlborough where I am based.

Whilst the name Avon Financial Advisers will no longer exist, we very much look forward to welcoming Avon’s clients and contacts. With our client-centric approach, 210 staff and the strength of a larger organisation, we are confident clients will benefit from our services. Stephen will remain as a Consultant for a short time to help with the transfer process.

Perspective’s long-established office in Marlborough, known as Perspective (South West) Ltd, will now service Avon’s clients. Click here to find out more, including who’s who and their contact details. Please note that Avon’s existing email addresses will continue to operate and messages will be forwarded.

Please don’t hesitate to contact me if you would like to discuss anything or know more about Perspective.

If you previously accessed the Standard Life Platform log in page via the Avon Financial Advisers website, you can still do so by clicking here: https://www.standardlifewrap.com/

For those Standard Life clients that have had the appointment of Perspective as their new financial adviser confirmed, please use this link to access the platform: https://ewm.standardlifewrap.com/

Tony Apps

Managing Director, Perspective (South West) Ltd

Tel: 01672 515991

Email: tony.apps@pfgl.co.uk

Perspective (South West) Ltd

Marlborough Office
Equilibrium House
1 Pelhams Court
London Road
Marlborough
Wiltshire
SN8 2AG

Telephone: 01672 515991

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

Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123

www.financial-ombudsman.org.uk