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Perspective (Home Counties) Ltd

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About Perspective (Home Counties) Ltd

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 Buckinghamshire, Chesham and  Rickmansworth provide top quality technical and research support to a growing team of financial planners. Our team can demonstrate more than half a century of working in the investment, tax planning and pensions industry.

We were delighted when Searchlight Investments Ltd chose to become part of Perspective in 2022, continuing our growth in the Home Counties.

Our Financial Planning Services

At Perspective (Home Counties) Ltd, we have expert financial planners specialising in both personal and corporate financial planning.

Looking for help with your personal finances? From managing your money to retirement planning and intergenerational estate and inheritance tax planning, our financial advisors provide a range of personal financial planning services that enable you to make full and effective use of your financial resources. We also have team of experienced corporate financial planners at Perspective, who provide advice on protecting your business and recruitment and retention.

Why Choose Us?

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.

As Financial Planners and Wealth Managers, 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.

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*The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.

Perspective (Home Counties) Ltd

Chesham Office
Chessman House
4-6 Red Lion Street

Telephone: 01494 778199

Holmer Green Office
2 Pond Approach
Holmer Green
HP15 6RH

Telephone: 01494 816144

Rickmansworth Office
89 High Street

Telephone: 01923 896189

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

Perspective (Home Counties) Ltd, Registered in England and Wales No. 7174102 Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Ltd, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT which is authorised and regulated by the Financial Conduct Authority.

Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.

View Website Privacy Policy View Data Protection Policy

What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be 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 9123