Perspective (Home Counties) Ltd is a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses throughout the Home Counties.
Our administrative bases in Chesham and Rickmansworth provide top quality technical and research support to a growing team of advisers. Our team can demonstrate more than half a century of working in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none. We are committed to delivering outstanding client 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.
We were delighted when Searchlight Investments Ltd chose to become part of Perspective in 2022, continuing our growth in the Home Counties.
As Wealth Managers and Financial Planners we have access to a wide range of financial solutions and are able to identify those that suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our clients’ best interests at the centre of everything we do.