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Clients of Esk Valley Financial Services Become Part of Perspective (North East) Ltd

Thank you for visiting the Esk Valley Financial Services Ltd website.

After just over 35 years as a financial adviser, I decided now (Summer 2022) is the right time for me to retire. It has been a privilege to help many clients during my career since I joined the financial services industry. I had not originally intended to retire yet, but personal circumstances and the Covid-19 pandemic made me reflect on matters. Also, it is increasingly challenging running a small financial advice business due to the ever increasing regulatory and reporting burdens required by our regulator, the Financial Conduct Authority.

I came to the view that my clients will be best served in the future by becoming part of a larger firm. After an exhaustive search, I am delighted to say I have found an excellent such firm in Perspective (North East) Ltd (Perspective) who are committed to delivering personal advice from nearby local offices in Darlington and Newcastle. They fully share my values and levels of professional care, whilst having the strength of a national firm with 20 further offices across the UK.

Hence, from August 19th 2022, Perspective will be looking after my clients. You can visit their website to find out more https://www.pfgl.co.uk/our-locations/north-east/including how to contact them.

I am convinced this move will be of benefit to all my clients and contacts going forward. Please don’t hesitate to contact Perspective or myself if you would like to discuss anything or know more.

Kind regards

Paul Gatenby
Director
Esk Valley Financial Services Ltd

 

Perspective (North East) Ltd

Newcastle Office
Northumbria House
21-23 Brenkley Way
Blezard Business Park
Newcastle Upon Tyne
NE13 6DS

Telephone: 0191 217 3340

Darlington Office
Regency House
51 Coniscliffe Road
Darlington
County Durham
DL3 7EH

Telephone: 01325 289400

Harrogate Office
4 Sceptre House
Hornbeam Square North
Harrogate
HG2 8PB

Telephone: 01423 810210

Hexham Office
2B Tanners Yard
Hexham
Northumberland
NE46 3NL

Telephone: 01434 607808

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

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Chartered Financial Planners

Perspective (North East) Ltd, Registered in England and Wales No 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (North East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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