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Perspective (South East) Ltd

A picturesque village

About Perspective (South East) Ltd

Perspective (South East) Ltd is a firm of experienced Chartered Financial Planners, delivering a professional and specialised service to individuals and businesses throughout Kent and South East England.

Our Financial Planning Services

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

To assist you in achieving your financial goals, our financial planners provide advice on protecting you and your family’s financial future, funding property, and later life planning. And for our corporate clients, we support with advice on protecting your business, recruitment and retention and workplace pensions. See the full list of the financial planning services we offer at Perspective (South East) Ltd here.

Why Choose Us?

Our administrative bases in Canterbury, Eastbourne, Maidstone and St-Leonards-On-Sea provide top quality technical and research support to a growing team of experienced financial planners. Our team can demonstrate more than half a century of experience in investments, tax planning, mortgages and pensions. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none.

We are committed to delivering outstanding client service which is why we have gone from strength to strength. Our clients include individuals, families, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their own financial goals.

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

Perspective (South East) Ltd

Canterbury Office
32-33 Watling Street

Telephone: 01227 477949

Eastbourne Office
Suite 18a, Pacific House
Sovereign Harbour Innovation Park
1 Easter Island Place
East Sussex
BN23 6FA

Telephone: 01323 642568

Maidstone Office
First Point
St. Leonards Road
ME16 0LS

Telephone: 01622 750426

St Leonards-On-Sea Office
Bellcrest House
114 Battle Road
St Leonards-On-Sea
TN37 7AG

Telephone: 01424 434045

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

Chartered Financial Planners logo

Chartered Financial Planners

Perspective (South East) Ltd, Registered in England and Wales No 7003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Ltd, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT which is authorised and regulated by the Financial Conduct Authority.

Perspective (South East) 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