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Perspective (South East)

A picturesque village

About Perspective (South East)

Perspective (South East) is a firm of experienced financial planners, delivering a professional and specialised service to individuals and businesses throughout East Sussex, Kent, Buckinghamshire and Hertfordshire.

Our offices are located in Amersham, Chesham, Holmer Green, Rickmansworth, Bexhill-on-Sea, Canterbury and Maidstone, with our financial advisers dedicated to providing expert financial advice to our clients based in South East England.

Our Financial Planning Services

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

To assist you and your family in achieving your financial goals, our financial planners provide personal financial advice on areas like protecting you and your family’s financial future, buying or improving property , 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?

Our administrative bases in East Sussex, Kent, Buckinghamshire and Hertfordshire provide top quality technical and research support to a growing team of experienced financial planners. With more than half a century of experience in investments, tax planning, mortgages and pensions, our combined knowledge and expertise ensures our clients receive exceptional financial advice to help them reach their financial goals.

At Perspective (South East), we are committed to delivering outstanding financial planning advice and client service. Our clients include individuals, families, companies and self-employed individuals who choose our financial planning services because they are aimed at helping clients navigate their finances to achieve their 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)

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

Perspective (South East) is a trading style of Perspective (South) Limited.

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

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

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

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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