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Prosperity (GB) Ltd choses Perspective to help look after its clients

Thank you for visiting the Prosperity (GB) Ltd (Prosperity) website.

We are pleased to inform you that we have chosen Perspective Financial Group Ltd (Perspective) to help look after our clients going forward.

Perspective is a leading national firm of financial planners and wealth managers with a network of over 25 local offices throughout the UK.

Whilst the name Prosperity will no longer exist, you will notice relatively few other changes apart from our new name, Perspective (South) Ltd, and the Perspective branding.

Please visit our new website Perspective (South) Ltd – Perspective Group (pfgl.co.uk) where you can also find our new email addresses (although the current ones will automatically redirect). Our office address and telephone number will remain the same.

Perspective fully shares the ethos, ethics and client focused approach of Prosperity and we are sure this move will be of benefit to all our clients and contacts going forward. John will retire from his role of Financial Adviser, but he will remain as a Consultant for a short time to help with the transfer process, whilst Adam will continue to look after his clients old and new.

Please don’t hesitate to contact one of us if you would like to discuss anything, or know more about Perspective.

John Burchett and Adam Jerreat

Directors

Perspective (South) Ltd

Milton Keynes Office
3 Whittle Court
Seebeck Place
Knowlhill
Milton Keynes
MK5 8FT

Telephone: 01908 257888

Wingrave Office
9c Wingbury Courtyard
Leighton Road
Wingrave
Buckinghamshire
HP22 4LW

Telephone: 01296 682259

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

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Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk