Testimonials

I am delighted to recommend the services of Perspective. I was introduced to them in relation to a company pension and since then have assisted me in marshalling the various Pension Plans I had gathered over the years, as well as Life Insurance, Critical Illness and Permanent Health policies. My plans now suit my current situation and have created peace of mind. Further, recently I had to take investment advice on behalf of a relative and Perspective was able to recommend a multi-layered investment approach which we hope will provide some relief in a difficult market.

David Parker, Senior Barristers’ Clerk – Private Client

Perspective has been dealing with the majority of our investment business clients for several years. We have always found them to be efficient, helpful and professional in their dealings with us. They also have a wide range of products and good in-house expertise which we can call on as required. We have no hesitation in commending their services to others.

Julian Stafford, Staffords LLP – Professional Partner

I have been using Perspective as my Financial Advisers since 1995. Initially Perspective provided me with general independent financial advice, but they are now offering specialist services for my pension & investment portfolios; which provides direct access to the Perspective investment and property advisers.

As an accountant, I scrutinise accounting records for a livelihood. However, due to work commitments, I do not have the time to look after my own investments by continually reviewing and reacting to the changes in the market place. I have full confidence in Perspective to act in my best interests and I receive a quarterly written review of my investment portfolio from the Perspective investment team. Perspective is fully committed to improving the performance of my portfolio and providing advice on new investment opportunities.

Richard Clayton – Private Client