A Positive Perspective for Growth
We were delighted to be featured in this month’s North East Times magazine when they interviewed Ian Wilkinson, our CEO. Ian talked about our recent new office openings in Darlington and Corby, the Perspective Training Academy, life during Covid and the Group’s future plans. You can read the article here:
Explore other insights
TaxAssist and Perspective launch landmark financial planning joint venture, creating a blueprint for future growth
TaxAssist Group and Perspective Financial Group Limited (Perspective) have launched TaxAssist Plus Financial Planning, a strategic joint venture designed to provide TaxAssist clients with access to professional financial planning and wealth management services through a nationwide adviser network.
Perspective strengthens national footprint with strategic move into Scotland
Perspective Financial Group Limited (“Perspective”) has strengthened its national footprint through the acquisition of Phoenix Wealth Solutions (“Phoenix”), marking the Group’s first acquisition in Scotland and a significant milestone in its long-term growth strategy.
Perspective Financial Group surpasses 3,000 client reviews with outstanding 4.9 star rating
Client feedback continues to drive service excellence across the Group’s regional offices.
Perspective completes its 100th acquisition
Collectively, these acquisitions add £1 billion of Assets under Advice, 2,500 households as clients, six additional office locations and 48 members of staff.
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:
Contact
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567