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You have entered the pages of Perspective (Oxon) 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.

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 TCS Life and Pensions chose to become part of Perspective in 2022,  continuing our growth in Oxon.

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 advisers are able to assist you in achieving your financial goals.

As one of our valued clients, you will be looked after by an experienced adviser who will monitor the performance of your investments and ensure as far as possible that, over time, the results meet with your objectives. Each adviser is in turn supported by a specialist team of 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 advisers.

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. 

Key Contacts

Tracy Andrews DipFA  

 Financial Planner 

Mike Fisher DipPFS

Financial Planner

Martin Pearce

Operations Manager

Jamie Taylor

Financial Planner

Registered in England and Wales No: 4770494. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Oxon) Limited is authorised and regulated by the Financial Conduct Authority.
Perspective (Oxon) Limited is a subsidiary of Perspective Financial Group Limited.

 

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

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