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Perspective (West) Ltd is a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses. Our administrative support, in Oswestry, provides top quality technical and research support to a growing team of experienced advisers. Our team has considerable experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none.

We are committed to delivering outstanding customer service. This is why the business has gone from strength to strength. Since 1992, we have provided financial planning solutions to individual clients, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own 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 plan into action, we keep our clients’ best interests at the centre of everything we do.

Key Contacts

Ian Wilkinson

Managing Director

Olivia Lowe DipPFS

Financial Planner

Louise McCall FPFS

Chartered Financial Planner

Registered in England and Wales No: 05436958. Registered office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

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

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

Should you have cause to complain, and you are not 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 9 123
www.financial-ombudsman.org.uk

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