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South:

Millfield Osceola Financial Consultancy Ltd becomes Perspective (Millfield)

Thank you for visiting the Millfield Osceola Financial Consultancy Ltd website.

The firm was acquired on 30th October 2024 by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.

Whilst the name Millfield Osceola Financial Consultancy will no longer exist, you will notice relatively few other changes apart from our new name, Perspective (Millfield) and the Perspective branding.

Please visit our new website at pfgl.co.uk where you can also find our new email addresses (although the current ones will automatically redirect).

Perspective fully shares the ethos, ethics and client focused approach of Millfield Osceola Financial Consultancy and we are sure this move will be of benefit to all our clients and contacts going forward.

Please don’t hesitate to contact us, or your normal contact if you would like to discuss anything or know more about Perspective.

Lindsay Abery

Andy Clark

Perspective (South) Ltd

Milton Keynes Office
16 Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB

Telephone: 01908 257888

Reading Office
38-40 Station Road
Twyford
Reading
RG10 9NT

Telephone: 0118 932 0600

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

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Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

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

Visit the link below for more information on our Privacy Notice.

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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