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Perspective (South East) Limited

A picturesque village

About Perspective (South East) Limited

Perspective (South East) Limited is a firm of experienced financial planners who are committed to delivering a professional and specialised service to individuals and businesses throughout the South East of England.

We have financial advisors offering a range of personal financial planning and corporate financial planning solutions to individuals, company directors and self-employed individuals. With offices located throughout the South East region, our financial advisors are ready to support you, your family and your business.

Our financial advisors in Brighton operate from the Bexhill-on-Sea and Crowborough and Worthing offices, providing expertise to clients within the wider Sussex area. We have financial advisors in London, working out of the Crystal Palace office, and financial advisors in Kent who support clients in Canterbury, Maidstone and further afield.

Our Financial Planning Services

At Perspective (South East) Limited, we provide expert financial planning and wealth management support to our clients across the region. We offer both personal financial planning and corporate financial planning services to help our clients reach their current and future financial goals comfortably.

To help with protecting you and your family’s financial future and to ensure you can comfortably meet your financial goals, our financial advisors in Milton Keynes provide expert financial advice on everything from managing your money and buying or improving property to retirement planning and later life planning and meeting the cost of care.

For our corporate clients, we support with advice on protecting your business, recruitment and retention and workplace pensions.

Regardless of your needs and location, our financial advisors in Reading and the wider South East region are here to support you, your family and your business with financial needs.

Why Choose Us?

At Perspective (South East) Limited, our administrative bases span the entire South East region, meaning we can provide high-quality financial planning and wealth management advice to our clients in this area of England.

With more than half a century of experience in a range of financial matters, from investments and tax planning to mortgages and pensions, our combined knowledge and expertise ensures our clients receive exceptional financial advice to help them reach their financial goals.

Our team at Perspective (South East) Limited also includes our financial advisors in Hertfordshire, who operate out of our Rickmansworth office, and our financial advisors in Buckinghamshire, who work in our Amersham, Chesham and Holmer Green offices.

We are committed to delivering outstanding financial planning and wealth management for clients within the South East of England. Our client base includes individuals and their families or businesses and self-employed individuals who choose our services to help them navigate their finances and achieve their overall financial goals.

The Financial Conduct Authority does not regulate taxation and some aspects of corporate financial planning or workplace pensions.

Perspective (South East) Ltd profile

Perspective (South East) Limited

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690. You can verify our authorisation and permissions by using the FCA Firm Checker.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk