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Perspective (West) Ltd

Perspective (West) Oswestry Office

About Perspective (West) Ltd

We are a firm of experienced financial planners delivering a professional and specialised wealth management service to individuals and businesses in Shropshire, Staffordshire, Wales and other areas. As a trusted financial advisor in Oswestry and providing financial planning services in Shropshire, we are dedicated to providing top-quality services. Whether you are looking for a financial planner in Shropshire, a financial advisor in Oswestry, or assistance in Wales or Staffordshire, the Perspective (West) Ltd team are here to help.

Based in Oswestry, Perspective (West) Ltd’s office has been established for over thirty years, providing top-quality technical, research and administration support to a growing team of experienced financial advisors.

Our Financial Planning Services in Shropshire

Our trusted independent financial advisors in Shropshire have considerable experience in investments, tax planning and pensions. Our combined knowledge and expertise ensure our clients receive a quality of advice that they tell us is second to none.

From advising on managing your money to retirement planning and later life planning, our financial planners in Shropshire provide a wide range of personal wealth management services across the West region. Whether you require assistance with business financial planning services, protecting your businessrecruitment and retention, and workplace pensions, our financial planners in Shropshire are here to guide you every step of the way.

For more information on the financial planning services our Oswestry-based financial advisors offer at Perspective (West) Ltd, see here. We are committed to providing top-quality financial planning services in Shropshire and the surrounding areas that meet the diverse needs of our clients.

Why Choose Us?

Our financial planners in Shropshire are committed to delivering outstanding client service which is why we have gone from strength to strength advising individuals of all ages, families, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our wealth management service is aimed at helping clients decide how best to achieve their individual financial goals.

As whole-of-market financial planners, we have access to a wide range of financial solutions and are able to identify those that suit our clients’ current needs and circumstances. From the first meeting to putting a financial plan into action, we keep our clients’ best interests at the centre of everything we do. Our team of financial planners in Shropshire and Oswestry are dedicated to providing personalized solutions that align with our clients’ goals, risk tolerance, and financial situation.

The Financial Conduct Authority does not regulate taxation and some aspects of corporate financial planning or workplace pensions

Perspective (West) Ltd

Oswestry Office
15 English Walls
SY11 2PA

Telephone: 01691 671903

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

Perspective (West) Ltd, Registered in England and Wales No 5436958. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (West) 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