Clients are often referred to Perspective Wealth Management by other professional advisers, such as lawyers, accountants or even other financial advisers. We have gained a great reputation with other professionals for providing their clients with great service and best advice. We believe a referral from a fellow professional is one of the highest forms of recommendation available and we therefore hold these relationships in the highest regard.
We work closely with professional introducers and often hold events, either for or with them.
We also have the legal structure available to enter into joint ventures. A great deal of our time is devoted to developing these special relationships which can be extremely beneficial to clients as well as both parties involved.
In order to provide specialist corporate advice we have expert advisers in this area through Perspective Corporate Solutions – please visit www.perspectivecorporate.co.uk for further information.