The foundations of Perspective (Northants & Cambs) were built on Independent Life & Pensions Group (ILPG) formed in 1997. ILPG took the decision to become part of Perspective Financial Group Ltd in 2021, enabling the business to become part of a larger organisation with even greater resources, and maintaining our client focused principles and ethical values.
Our Philosophy & What We Can Do For You
We provide a full range of independent financial advice to individual and corporate clients. We pride ourselves on our professionalism and ethical values. We strive to excel in what we do and the solutions we provide.
Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, arrange a mortgage or release equity from your home, our highly qualified advisers are able to assist you in achieving your financial goals. Talk to our friendly and qualified staff – each Adviser has a dedicated Administrator to enhance your professional relationship with us.
Why Use Us?
Many individual clients earn high incomes, some have inherited wealth and others, through careful planning, have acquired substantial capital.
Business clients have often, through their own expertise and hard work, built substantial companies and partnerships.
Our role is to help clients:
- Create capital
- Preserve and increase the capital they have
- Provide tax-efficient income, when this is needed, from existing investments
- Protect themselves, their families, businesses and partners against misfortune
Our advisers have specific qualifications in Retirement Planning, Wealth Management, Trust Advice and Mortgage Consultancy to ensure you always receive the right advice from an appropriately qualified individual.
We regularly work with lawyers and accountancy practices. Our specialist knowledge, skills and resources complement the services provided by other professional advisers.
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The Financial Conduct Authority does not regulate taxation advice.
