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North West:

Perspective welcomes Oak Financial Management (MCR) Ltd’s clients

Thank you for visiting the Oak Financial Management Ltd website. On Friday 28th April 2023, Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK, welcomed clients of Oak Financial Management Ltd to their stewardship for financial advice.

Perspective fully shares the ethos, ethics and client focused approach of Oak Financial Management Ltd and we are sure this move will be of benefit to all our clients and contacts going forward.

Whilst the name Oak Financial Management Ltd no longer exists, Perspective’s long-established office in Chorley and their office in Warrington, known as Perspective (North West) Ltd, will now service Oak Financial Management Ltd’s clients. Please visit our new website www.pfgl.co.uk/our- locations/north-west where you can also find our new email addresses (although the current ones will automatically redirect).

Please do not hesitate to contact Perspective if you would like to discuss anything further.

Martin Blackman
Director

Perspective (North West) Ltd

Chorley Office
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY

Telephone: 01204 366522

Warrington Office
The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF

Telephone: 01925 750380

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

Perspective (North West) Ltd, Registered in England and Wales No 4719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (North West) 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