Perspective (RPG Financial)
On March 1st 2024, Perspective Financial Group Ltd welcomed clients of RPG Financial. By joining Perspective, the firm is now part of a larger organisation, with even greater resources, a shared ethos and ethics and client focused approach.
Based in Rotherham, Perspective (RPG Financial) provides financial advice and wealth management in the city and surrounding areas. So, if you are looking for trusted financial advisors in Rotherham, our team of specialists are here to support you.
Our Financial Planning Services in Rotherham
At Perspective (RPG Financial), we pride ourselves on providing expert financial advice and wealth management in Rotherham for individuals, companies, and trustees. Whether you need advice on retirement planning or tax efficient savings our financial advisors in Rotherham are here to help. See our full list of financial planning services including personal financial planning and corporate financial planning.
Why Choose Us?
At Perspective (RPG 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 (RPG Financial) team today to find out how our financial advisors in Rotherham can support you.
The Financial Conduct Authority does not regulate taxation advice.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning or automatic enrolment.
The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.
Our services
Corporate Financial Planning
Financial Planning
Business Protection
Employee Benefits & Staff Retention
Workplace Pension Schemes
Wealth Management
Retirement Planning Advice
Pension Advice & Planning
Pension Consolidation
Mortgage Advice
Estate & Inheritance Tax Planning
Court of Protection & Personal Injury Trusts
Financial Planning & Divorce
Savings & ISAs
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