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Perspective (Avon) Limited is a firm of experienced financial advisers, delivering a professional and specialised service to individuals and businesses.

Our administrative base, in Keynsham, provides top quality technical and research which ensure we are always able to provide the right advice at the right time. Our team can demonstrate considerable experience in the investment, tax planning and pensions industry. Our knowledge and expertise ensures you receive a quality of advice which our clients tell us is second to none.

At Perspective (Avon) – formerly Key Pensions & Investments, we are committed to delivering outstanding customer service. This is why the business has gone from strength to strength providing financial planning solutions to individual clients, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping you decide how best to achieve your own financial goals.

This involves:

Potentially mitigating your exposure to inheritance tax*
Helping to protect your financial lifestyle in retirement
Helping to protect your family from the unexpected
Helping to arrange retirement and other benefits for the directors and employees of a business
As whole-of-market financial advisers we have access to all available financial services solutions and are able to identify those that best suit your current needs and circumstances. From the first meeting to putting a plan into action, we keep your best interests at the centre of everything we do. Maybe this is why so many of our new clients are introduced to us by our existing ones.

The value of your investment can fall as well as rise and you may not get back the original amount invested.

* The Financial Conduct Authority does not regulate Taxation and Trust Advice

Our Philosophy

At Perspective (Avon), we will always endeavour to provide you with the best possible level of service. Our objective is simple, to ensure your financial planning sees the best possible returns whilst ensuring that you are kept informed of the process at every stage.

Our Investment Philosophy

  • Invest for the longer term – we believe you should be an investor rather than a speculator
  • Diversify to reduce risk – use different asset classes which are right for your circumstances and goals
  • Use the right type of investments for you
  • Review on a regular basis

What we will always aim to do…

  • Keep you fully informed about what is happening with your affairs and complete every task on or ahead of time – so that you never have to chase us
  • Operate on the principle that a problem is not solved, or a piece of work unfinished, until you are 100% delighted
  • Reply to every telephone message, email and letter as soon as possible
    Maintain the high standards of integrity, honesty, professionalism and confidentiality that you rightly expect from us
  • Refer you to other specialists when we believe you could benefit from their services, and do what we say we are going to do, when we say we are going to do it

The value of your investment can fall as well as rise and you may not get back the original amount invested.

The information on this page is not a substitute for personal financial advice, and should not be relied upon or construed as advice. Your investment approach will be dependent on your personal circumstances and we recommend you seek financial advice before embarking on a course of action.

Key Contacts

View all our team

Chris Wheatley

Managing Director

Louise Whelan

Compliance Consultant

Hazel Wheatley

Administrator

Latest News

Stay up to date with all our latest news, advice and guidance from Perspective (Avon) Ltd.

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Registered in England and Wales No 8017779. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire. SK9 3ND
Perspective (Avon) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT
Perspective (Avon) Ltd is a subsidiary of Perspective Financial Group Ltd.

Should you have cause to complain, and you are not 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 9 123
www.financial-ombudsman.org.uk

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