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Perspective (Wealth Experts) Limited:

Wealth Experts Limited becomes Perspective (Wealth Experts) Limited

Thank you for visiting the Wealth Experts Limited website. The firm was acquired on 17th December by Perspective Financial Group Limited (Perspective), the parent company of a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK.

Whilst the name Wealth Experts Limited will no longer exist, you will notice relatively few other changes apart from our new name, Perspective (Wealth Experts) Limited.

Please visit our new website www.pfgl.co.uk/our-locations/wealth-experts/ 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 Wealth Experts Limited 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 or the change to Perspective (Wealth Experts) Limited going forward.

 

Perspective (Wealth Experts) Limited

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

Perspective (Wealth Experts) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 457930. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (Wealth Experts) Limited is registered in England and Wales Number 05918247. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Wealth Experts) Limited is a subsidiary of Perspective Financial Group Limited.

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

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What to do if something goes wrong

We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

Tel: 0800 023 4567

Email: complaint.info@financial-ombudsman.org.uk

Web: www.financial-ombudsman.org.uk/consumer/complaints.htm