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Perspective (Oxon) Ltd

Perspective (Oxon) Woodstock Office

About Perspective (Oxon)

The foundations of Perspective (Oxon) Ltd were built on McGrath Rathbone whose history in Woodstock goes back over 30 years and we were delighted when Bowman Financial Planning and TCS Life and Pensions chose to become part of Perspective in 2022, continuing our growth in Oxfordshire.

Our Financial Planning Services

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 or review your protection arrangements, our highly qualified financial planners are able to assist you in achieving your financial goals. See our full list of financial planning services here.

Why Choose Us?

As one of our valued clients, you will be looked after by an experienced financial planner who will monitor the performance of your investments and ensure as far as possible that, over time, the results meet with your objectives. Each financial planner is in turn supported by a specialist team of paraplanners and administrators, dedicated to providing you with the best available investment research, including our online information resources.
We regularly work with lawyers and accountancy practices. Our specialist knowledge, skills and resources complement the services provided by other professional advisors.
In all, Perspective (Oxon) Ltd is in the business of making your money work harder for you. We are judged by our financial performance and the quality of our service.

Investments may go down as well as up and you may not get back the full amount invested.

The Financial Conduct Authority does not regulate taxation

Perspective (Oxon) Ltd

Woodstock Office
1 The Quadrangle
OX20 1LH

Telephone: 01993 813500

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

Perspective (Oxon) Ltd, Registered in England and Wales No 4770494. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (Oxon) 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