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Perspective (South East) Limited

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About Perspective (South East) Limited

Perspective (South East) Limited is a firm of experienced financial advisers who are committed to delivering a professional and specialised service to individuals and businesses throughout the South East of England.

Our Financial Planning Services

At Perspective (South East) Limited, we provide both personal financial planning and corporate financial planning services to our clients.

To help with protecting you and your family’s financial future and to ensure you can comfortably meet your financial goals, our financial advisers provide expert financial advice on everything from managing your money and buying or improving property to retirement planning and later life planning and meeting the cost of care.

For our corporate clients, we support with advice on protecting your business, recruitment and retention and workplace pensions.

Why Choose Us?

At Perspective (South East) Limited, our administrative bases in East Sussex, Kent, Buckinghamshire, Hertfordshire and Berkshire provide high-quality technical and research support to a growing team of experienced financial advisers.

With more than half a century of experience in a range of financial matters, from investments and tax planning to mortgages and pensions, our combined knowledge and expertise ensures our clients receive exceptional financial advice to help them reach their financial goals.

Our team at Perspective (South East) Limited are committed to delivering outstanding financial planning advice and client service and have an established reputation for providing clients across the UK with the highest standard of financial planning services. Our client base includes individuals and their families or businesses and self-employed individuals who choose our financial planning services to help you navigate your finances to achieve your overall financial goals.

The Financial Conduct Authority does not regulate taxation and some aspects of corporate financial planning or workplace pensions.

Perspective (South East) Ltd profile

Perspective (South East) Limited

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

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

Visit the link below for more information on our Privacy Notice.

Privacy Notice

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

www.financial-ombudsman.org.uk