Perspective (Clayden Financial)
Clayden Financial was established in 1994, holding 30 years of successfully offering impartial advice and delivering a service that not only meets, but exceeds client expectations.
On 4th October 2024, Perspective Financial Group Ltd (Perspective) welcomed the clients of Clayden Financial. By joining Perspective, the firm is now part of a larger organisation, with even greater resources, a shared ethos, ethics and a unified client centric approach.
Based in Ipswich, Suffolk Perspective (Clayden Financial) provides financial planning and wealth management advice in the town, its surrounding areas and across other areas within the East of England. So, if you are looking for a trusted financial advisor in Ipswich, our team of specialists are here to support you.
Our Financial Planning Services in Ipswich
At Perspective (Clayden Financial), we pride ourselves on providing expert personal financial planning and corporate financial planning advice and wealth management for individuals, companies, and trustees. Whether you need advice on retirement planning or tax efficient savings our financial advisors in Ipswich are here to help. See our full list of financial planning services.
Why Choose Us?
At Perspective (Clayden Financial), our clients always come first. Our financial advisors are dedicated to providing financial advice that enables our clients to make full and effective use of their financial resources, so they can achieve the life they want to live.
Get in touch with the Perspective (Clayden Financial) team today to find out how our financial advisors in Ipswich can support you.
The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.
Our services
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