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Client Portal

Our Vision and Values:

A unique Perspective...

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Our purpose

Our clients always come first in everything we do.

For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, our clients, to make full and effective use of your financial resources, so you can plan for and achieve the future you desire.

Whether you are an individual, a company or a trustee, we would be delighted to discuss how we can help. The Financial Conduct Authority does not regulate taxation and trust advice.

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Years' Experience

The Group

Providing advice of the highest standard is our most important goal.

Perspective Financial Group Ltd is the parent company of our financial advice firms. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives.

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Three people having a laugh at a meeting

I started working as a Trainee Paraplanner in July 2016 and gained my Certificate in Paraplanning and Diploma in Regulated Financial Planning in May 2018. As a result of achieving the Certificate in Paraplanning I am now working as a Paraplanner. I am also now studying for the Advanced Diploma in Financial Planning.”

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Perspective Academy

Growing our next generation of employees

We created the Perspective Academy in 2014 to grow our next generation of employees who will share our client-centric and ethical approach which is firmly embedded within our business and also support our employees’ growth and career aspirations.

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