Perspective welcomes Clearwater Wealth Management LLP clients

We’re pleased to share that on 3rd March, Perspective Financial Group Limited (Perspective) welcomed clients of Clearwater Wealth Management LLP.

Perspective is a leading national firm of financial planners and wealth managers, with a strong network of local offices across the UK, combining national expertise with local, personal service.

While the Clearwater Wealth Management LLP name will no longer be used, Clearwater clients will now be supported by Perspective’s long‑established Chesham office, known as Perspective (South East) Limited.

Perspective shares the same ethos and values that have always underpinned Clearwater Wealth Management LLP. We’re confident that becoming part of Perspective will bring additional benefits, while continuing to provide the trusted, personal service you value.

We invite you to visit our website: Perspective (South East) Limited – Perspective Group (pfgl.co.uk) where you’ll find updated contact details and email addresses.

This change allows us to offer you even greater expertise and resources, supported by the strength of the wider Perspective group, while maintaining the close relationships and high standards of service you’re used to. If you have any questions, please don’t hesitate to get in touch — we look forward to supporting you going forward.

You can continue to access and view your investments with Abrdn here.

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.