About Us


Perspective Wealth Management 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 Wealth Management, 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 experienced financial adviser.

Perspective Wealth Management was established in November 1995. Based in Milton Keynes, Perspective Wealth Management has experienced significant growth and is now firmly positioned as a premier provider of financial advice to private clients (and corporate clients through Perspective Corporate Solutions).

Perspective Wealth Management employs a broad range of highly qualified and experienced financial advisers, all focused on building and sustaining long-standing client relationships. In addition, Perspective Wealth Management is committed to developing talent in order to ensure that we are constantly building our business in a positive and sustainable manner.

* The Financial Conduct Authority does not regulate Taxation and Trust Advice.