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You have entered the pages of Perspective (Home Counties) Ltd. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here. To return to Perspective Financial Group's pages, please click here.

Individuals, companies and trusts invest for a reason. It can be for income or growth or a combination of the two. It could be to fund a specific purchase at some point in the future. Whatever the reason it is important to take into account the objective, the timescale, the investor’s appetite for risk as well as the amount and the timing of the available investment monies.*

We can help by:

    • Collecting relevant facts to understand your current position and evaluating and adopting your existing arrangements.
    • Establishing your financial objectives, tolerance to risk and required liquidity.
    • Producing a financial plan.
    • Establishing a suitable asset allocation to match your attitude towards investment risk.
    • Identifying the most tax efficient wrappers and construct a suitable investment portfolio.
    • Presenting your written financial report.
    • Establishing any new arrangements and processing documentation.

*The value of your investment can go down as well as up and you may get back less than you have invested.

The Financial Conduct Authority does not regulate taxation and trust advice.

Registered in England and Wales No 7174102. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire. SK9 3ND
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
www.financial-ombudsman.org.uk

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

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