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At Perspective (South East) we believe that wealth management starts with finding out where you are and where you would like to go in your life. We will consider how best to protect your wealth and lifestyle and what needs to be done to achieve your goals.
When planning investments, our objective is to minimise unnecessary risks while maximising potential and to protect your assets from tax where applicable and feasible.
Registered in England and Wales No: 7003923. Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND.
Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.
Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority. Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.
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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