Perspective (Belper)
Based in Belper and located right on the high street, Perspective (Belper) provides financial advice and wealth management services and takes great pride in being friendly and approachable. If you are looking for a trusted financial advisor in Belper and the surrounding areas, the team of specialists very much encourage you to pop in for an initial chat.
Our Financial Planning Services
At Perspective (Belper), we specialise in both personal and business financial planning and our personal financial advisors provide a wide range of financial services, from retirement and pension planning to intergenerational estate and inheritance tax planning. For our corporate clients, our financial planners offer advice on protecting your business, recruitment and retention and workplace pensions.
Why Choose Us?
At Perspective (Belper), clients always come first. We invest in and utilise the latest technology in order to enhance our service and efficiency. We also invest in our people to deliver the highest levels of client service and administration.
Wanting help with your wealth management in Belper? Get in touch with our financial advisors today to find out how they can support you.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning and automatic enrolment.
The Financial Conduct Authority does not regulate taxation and trust advice.
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