Wealth Experts

WE
Financial Advisors

Wealth Experts

Lake View, Stoke-on-Trent ST1 5BJ
# Wealth Experts (Now Perspective (Wealth Experts) Limited)

Perspective (Wealth Experts) Limited is a financial planning and wealth management firm serving clients across the UK from its Stoke-on-Trent office. Following its acquisition by Perspective Financial Group Limited in December, the business operates as part of a national network of local offices, maintaining the client-focused approach that defined Wealth Experts Limited.

The firm provides comprehensive financial planning and wealth management services to individuals seeking professional guidance on their finances. As an FCA-authorised and regulated firm (Financial Services Register Number 457930), they operate to strict regulatory standards with all client communications recorded for compliance purposes.

What distinguishes Perspective (Wealth Experts) Limited is its commitment to personalised service combined with the resources of a larger, established financial services group. Rather than being a standalone practice, clients benefit from integration with a national network whilst retaining local expertise and accessibility. The business emphasises ethical practices and a client-centric philosophy, ensuring that individual financial objectives remain central to their advisory approach.

The transition from Wealth Experts Limited to Perspective (Wealth Experts) Limited represents continuity rather than disruption, with existing contact channels and relationships preserved. Their registered office is at Lancaster House, Ackhurst Business Park, Chorley, and they maintain transparent complaint procedures, including access to Financial Ombudsman Service escalation if required.
Services offered
Financial planningWealth managementInvestment adviceRetirement planningPersonal financial advicePortfolio managementFinancial strategy consultationOngoing financial guidance
Location
Lake View, Stoke-on-Trent ST1 5BJ

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