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, SIPPs, annuities, unsecured pensions
- Investment Portfolio Planning
- Tax & Trusts Planning*
- Mortgage Advice & Planning**
- Corporate Benefits – Group pensions, permanent health insurance
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.
Please note: the value of your investment can go down as well as up and you may not get back the full amount invested
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).
Perspective Financial Management Ltd (PFM) was established in November 1995. Based in Milton Keynes, PFM has experienced significant growth and is now firmly positioned as a premier provider of financial advice to both private and corporate clients.
To facilitate further growth and to expand our service proposition, in April 2008 PFM became part of Perspective Financial Group Limited(PFG). The objective of PFG is to provide specialist and integrated advice under one roof, including full discretionary investment and access to the PFG Corporate Solutions package. This provides our advisers with access to nationwide assistance and support across a wide range of corporate solutions.
PFM employs a broad range of highly qualified and experienced IFAs, all focused on building and sustaining long-standing client relationships. In addition, PFM is committed to developing talent in order to ensure that we are constantly building our business in a positive and sustainable manner.
* 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.
