Perspective Financial Management Ltd Registered in England & Wales: No. 3120930. Trading office: The Old Library, 24 Walker Avenue, Wolverton Mill, Milton Keynes, MK12 5TW. Tel: 01908 579665  Fax: 01908 579664   E-mail: info@perspective-group.com Perspective Financial Management Limited is authorised and regulated by the Financial Services Authority.  Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND. Tel: 0845 6881454, Fax: 0845 303833.  Perspective Financial Management Limited is a subsidiary of Perspective Financial Group Limited.

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“We recognise that your needs and objectives can change quickly and frequently, therefore you can meet regularly with your adviser in order to review your financial plan.”

 

Private Clients

Perspective’s private client proposition is based around fully understanding our clients' financial needs and objectives.

Perspective recommends that each of our clients receives a full financial health check, which allows your adviser to understand what you want to achieve and more importantly, what level of risk you are prepared to take in order to achieve your objectives. Your adviser will then create a personal plan tailored to your needs which can be monitored on an ongoing basis, should that be agreed between you and your adviser, to ensure that your objectives are being met and that performance is delivered.

We recognise that your needs and objectives can change quickly and frequently, therefore you can meet regularly with your adviser at your request in order to review your financial plan.

As part of the Perspective Financial Group, PFM has access to a wide range of investment specialists and services that can provide a more streamlined approach to your financial planning needs.

Areas where we specialise include:

To understand more about the services we offer and how we deliver them, please explore the website further, or click here to contact us and we will arrange for an adviser to contact you in due course.

*    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.