Wealth Experts

About

Wealth Experts Limited, based in Altrincham, is a financial planning and wealth management firm.

The business was acquired in December by Perspective Financial Group Limited and now operates as Perspective (Wealth Experts) Limited. The firm is authorised and regulated by the Financial Conduct Authority.

The business provides financial planning and wealth management services to clients across the UK through the Perspective Financial Group network of local offices. It operates under FCA regulation (Firm Registration Number 457930) and maintains the client-focused approach established under its original name.

Common questions

Where is Wealth Experts based?

Wealth Experts is based at Altrincham, Greater Manchester.

What does Wealth Experts do?

Wealth Experts Limited, an Altrincham-based financial planning and wealth management firm established in 2006, now operates as Perspective (Wealth Experts) Limited following its acquisition by Perspective Financial Group Limited. The firm is FCA-regulated and provides financial advisory services through a UK-wide network.

What sector does Wealth Experts work in?

Wealth Experts works in the Financial Services sector.

How can I contact Wealth Experts?

You can contact Wealth Experts by telephone on +44 178 234 5100 or through its website at https://wealth-experts.co.uk.