Perspective Financial Group Limited is a leading national financial planning and wealth management group.
Our financial advisory offices are dedicated to smarter money management. In a complex and fast-moving financial world we deliver clarity and control to our clients.
Perspective Financial Group Limited is the parent company of 17 financial advisory firms. Our offices have highly experienced advisers based in local offices and our advisory ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether our clients are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective advisers will be able to provide trusted advice.
Perspective’s local advisory teams are all led and managed by experienced advisers and supported by long serving support teams. Due to a low level of employee turnover all Perspective offices provide a consistent level of service based on working closely with clients over a number of years. Perspective teams are dedicated to working with clients over the long term and are committed to knowing their clients’ needs and expectations.
Providing advice of the highest standard is the most important aspect of the Perspective Group. All Advisers are regularly assessed by an independent third party to ensure that advice is being provided in an accurate, transparent and compliant manner. Advisers and support teams at all Perspective offices continually undergo training and testing to ensure that their knowledge levels and competency are of the highest standard. A notable example of our commitment to providing the highest possible quality of advice is a number of Perspective firms and advisers are Chartered (through the Chartered Insurance Institute) and all advisers within the Group undertake mandatory testing to monitor their competence.
Perspective Financial Group Limited does not provide financial advice itself. All advice is provided through individual Group offices which are all authorised and regulated by the Financial Conduct Authority.