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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 base, in Chesham, provides 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 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 clients decide how best to achieve their own financial goals. This involves:

  • Potentially mitigating your exposure to inheritance tax*
  • Helping to protect your financial lifestyle in retirement
  • Helping to arrange retirement and other benefits for the directors and employees of a business
  • Helping to protect your family from the unexpected

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. This is why so many of our new clients are introduced to us by our existing ones.

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

Key Contacts

View all our team

Gary Ross DipPFS

Managing Director

Derek Brownie FPFS

Chartered Financial Planner

Colin Beton MLIBF

Financial Adviser

Vish Bhagat DipFA

Financial Adviser

Latest News

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Registered in England and Wales No 7174102. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

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

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

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