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Our Purpose​: We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.​

​Our Vision​: To build a sustainable and socially-responsible business that is trusted by our staff and clients, never detracting from our core value that our clients come first in everything we do. ​

Our Six Values: Our clients are at the heart of everything we do. Watch our video to see how these six core values guide what we do every day...

We are Client-centric

Our clients will always be at the centre of our thoughts, you come first and we come second, the starting point being by asking ourselves “would we be happy to provide this level of service to our family members?” The answer to which must be a resounding YES!

You should never have to chase us, and we should always be on the front foot. You should receive the best possible experience when working with us. Without you we don’t have a business, therefore we want you to be delighted by the service you get from us and happy to share it with family, friends and colleagues.

We will Do the Right Thing

Doing the right thing is of course required by our regulator, but is also core to everything we do. We will always remain client-centric, which leads to happy clients and in turn a successful business, focused on the long-term.

We always Deliver

We approach work with a positive attitude and never over-promise. We set expectations and are realistic with clients and colleagues alike and have created a flexible working environment to ensure that we can attract and retain the best talent in the industry.

We become a Trusted Member of the Family

Many of our relationships span multiple generations and the average length of our client relationships is a quarter of a century. We are often seen as a trusted member of our clients’ family, a fact we are proud of.

We continually Set Standards of Excellence

From administration to delivering Financial Plans we want to be the best, but it is not enough to just say it, we need to demonstrate it so we regularly benchmark ourselves against others and strive for continuous improvement.

Our Training Academy and recruitment programme assist in creating some of the finest talent in the industry. Experience and qualifications are key to our continued success and Chartered status is the minimum goal our advisers strive to achieve, with many progressing to become Fellows of the CII.

We believe in Teamwork

The statement, “there is no I in team”, is relevant in all walks of life, but none more so than Financial Planning. Administration, Paraplanning, Advising, Finance, Regulation, and our People Department all work together to ensure our clients receive the best possible experience and are at the centre of what we do.

These six values have served us well for over three decades and helped shaped Perspective into the firm it is today. We hope you our clients continue to be impressed and delighted by what we do for you.

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