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Thank you for visiting Phoenix Wealth Solutions Limited.
We’re delighted to share some exciting news! On 17th June, Phoenix Wealth Solutions Limited was acquired by Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a strong network of local offices across the UK.
Our name has now changed to Perspective (Scotland), and you will notice our refreshed branding. But what truly matters has not changed: our commitment to providing exceptional, client-focused advice. Perspective shares the same values and ethos that have always defined Phoenix Wealth Solutions, and together we are confident this partnership will bring even greater benefits to you.
We invite you to explore our new website: Perspective (Scotland) – Perspective Group (pfgl.co.uk). Here you will find updated contact details and email addresses.
This is more than a name change: it is an opportunity to offer you even more. With the strength of Perspective behind us, we can provide broader expertise and resources while continuing the personal service you value. If you have any questions or simply want to talk things through, please reach out. We are here for you every step of the way and excited about what is ahead.
There you will find updated contact information, although existing contact details will continue to redirect during the transition.
As always, our priority is helping you achieve your financial objectives with confidence through clear advice, transparent service and a long-term commitment to your financial wellbeing. We look forward to continuing to support you as part of Perspective.
If you have any questions, please do not hesitate to get in touch.
Explore your new office page
New look, same trusted team. We remain fully committed to delivering the personalised, client-focused service you rely on.
Who are Perspective Group?
Local Expertise. National Strength.
Perspective Financial Group Limited brings together a collection of FCA-authorised financial planning firms operating from regional hubs across the UK, united by a shared commitment to helping clients achieve their financial goals with confidence.
Learn more
FCA Authorised Firms
Financial Planning Specialists
Vouchedfor Top Rated Advisors within the Group
Over 35 years experience across the hubs
Client-Focused Advice
Financial advice expertise across the hubs
70+
offices in towns and cities across the UK
900+
working across the group in various roles
30k+
households served in the United Kingdom
35+
years’ experience
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