Perspective (Staffordshire)
Perspective (Staffordshire), originally Hunter & Co (Independent Financial Advisors [IFA]) Ltd, was established in 1998 by Robin W Hunter. In 2016, the firm was acquired and was run by Steve Bennett and Scott Flemings, both of whom are Chartered Financial Planners and Fellows of the Personal Finance Society.
In 2022, Perspective Financial Group Limited welcomed Hunter & Co (IFA) Ltd, enabling the firm to become part of a larger organisation with greater resources, which also shares the same ethos, ethics and client focused approach.
Our Financial Planning Services
We pride ourselves on providing expert financial planning and wealth management advice for individuals, companies and trustees. We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice to clients.
Whether you need to review your investment plans, prepare or manage your retirement provision or look at your Inheritance Tax position, our highly qualified advisors are able to assist you in achieving your financial goals.
Why Choose Us?
Our team of financial advisors are highly experienced in providing expert financial advice to help individuals and businesses make the most of their financial resources. At Perspective (Staffordshire), clients are at the centre of everything we do.
The Financial Conduct Authority does not regulate taxation or trust advice
Meet the team
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