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Perspective (Warwickshire)

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About Perspective (Warwickshire)

The foundations of Perspective (Warwickshire) were built on Beanland Financial Services Ltd (Beanland) formed in 2008, following the purchase of Nigel Beanland and Company. Beanland took the decision to become part of Perspective Financial Group Ltd in 2022, enabling the business to become part of a larger organisation with even greater resources, and sharing the ethos, ethics and client focused approach.

Our Financial Planning Services

We pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. Whether you need advice on managing your money, retirement planning, or the financial impact of divorce, our financial planners are here to help. See our full list of financial planning services.

Why Choose Us?

We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, our highly qualified financial planners are able to assist you in achieving your financial goals.

The Financial Conduct Authority does not regulate Taxation and Trusts.

Perspective (Warwickshire)

Halesowen Office
Strategic House
1 St Kenelm Court
Steel Park Road
B62 8HD

Telephone: 01789 774039

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

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Chartered Financial Planners

Perspective (Warwickshire) is a trading style of Perspective (South) Ltd which is authorised and regulated by the Financial Conduct Authority.

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 a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

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