Perspective (Goldwyns Wealth Management)
The foundations of Perspective (Goldwyns Wealth Management) were built on Goldwyns Wealth Management Ltd founded in 1989, as Bland Reynolds (Life & Pensions) Ltd, closely aligned to the Accountancy Firm Bland Reynolds.
In March 2008 the company name was changed to Goldwyns Wealth Management Ltd to be aligned with Goldwyns Ltd Accountants.
Goldwyns Wealth Management Ltd took the decision to become part of Perspective Financial Group Ltd in October 2022, enabling the business to become part of a larger organisation with even greater resources, and sharing the ethos, ethics and client focused approach.
Our Financial Planning Services
We pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. Whether you need advice on managing your money, retirement planning, or the financial impact of divorce, our financial planners are here to help. See our full list of financial planning services.
Why Choose Us?
We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, our highly qualified financial planners are able to assist you in achieving your financial goals.
The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning
Meet the team
Our services
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