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Perspective welcomes Square One Wealth Management LLP’s clients

Thank you for visiting the Square One Wealth Management LLP website. On 31st January 2025, Perspective Financial Group Ltd (Perspective) welcomed clients of Square One Wealth Management LLP.

Perspective is a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.

Whilst the name Square One Wealth Management LLP will no longer exist, you will notice relatively few other changes apart from our new name, Perspective (South) Limited and the Perspective branding. We will remain in our existing office in Shortbridge, Uckfield.

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 Square One Wealth Management LLP 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.

John Kelly

Nick Jenner

Victoria Ward

Perspective (South) Limited

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

Telephone: 01908 257888

When you enter the Shenley Pavilions site, the Perspective office is situated at the front of the buildings on your far right

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

Telephone: 0118 932 0600

Uckfield Office
Maple Barn
Beeches Farm Rd
Shortbridge
Uckfield
TN22 5QD

Telephone: 01273 921990

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

Chartered Financial Planners logo

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