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About us

Meet the Team

Providing advice of the highest standard is the most important aspect of the Perspective Group.

With some of the most professionally qualified and experienced planners in the UK, you can be assured of the quality of our advice. One third of our advisers hold Chartered status, regarded as the ‘gold standard’ of professional qualification.

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The Group

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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For over 35 years our purpose has been clear: our clients come first

We 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.

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Giving back

Charitable and Community Involvement

Supporting good causes and strengthening local communities around our offices has always been very important to us.

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