Perspective Financial Management Ltd provides clear, innovative and professionally managed solutions
We offer a range of financial services to both private and corporate clients, including:
- Retirement Planning – Personal pensions, annuities, unsecured pensions
- Self Invested Personal Pensions
- Investment Portfolio Planning
- Discretionary Fund Management & Asset Management by our Sister Company, Cambridge Investments Ltd
- Tax & Trusts Planning*
- Mortgage Advice & Planning**
- Corporate Benefits – Group pensions, permanent health insurance (PHI)
At Perspective, we believe that the key to investment performance lies in providing our clients with a simple but comprehensive choice of investment management options – sufficient to match the needs of all types of investor. With this in mind, Perspective Investment Management Solutions (PIMS) offers three distinct levels of investment, designed to deliver added value within a competitive pricing structure. Click here for more information about our PIMS service.
Explore our website to see how we can help you to achieve your financial planning objectives, or contact us to speak to an Independent Financial Adviser (IFA).
* The Financial Services Authority does not regulate Taxation and Trust Advice
**
Your home may be repossessed if you do not keep up repayments on your mortgage.
There may be a fee for mortgage advice. The precise amount of the fee will depend upon your circumstances but we estimate that it will be 0.5% of the loan amount.