# Friendly Wealth Management

Friendly Wealth Management, operating as Perspective (North West) Limited, is a financial advisory firm based in Stafford that specialises in comprehensive wealth management for individuals, families, and business owners. The firm takes a holistic approach to financial planning, recognising that effective money management extends far beyond simple investment placement.

The business serves a diverse clientele including professionals, families, company directors, self-employed individuals, and businesses of varying sizes. They work with clients across all life stages to build long-term relationships grounded in transparency and trust.

What distinguishes Friendly Wealth Management is their dual expertise in personal and corporate financial planning. On the personal side, they offer sophisticated services such as intergenerational estate planning, inheritance tax optimisation, and management of court damages awards. Their corporate offering includes workplace pension schemes and targeted employee benefits designed to enhance recruitment and retention.

The firm's standout philosophy combines professionalism with approachability—they deliberately cultivate a friendly demeanour without compromising expertise. Rather than focusing solely on investment performance, they emphasise tax efficiency and comprehensive scenario planning, ensuring clients understand the full implications of their financial decisions. This consultative approach, combined with their range of services spanning protection, investment, retirement and pension planning, makes them a comprehensive solution for both personal and business financial needs.