Perspective (South West) Limited
Perspective (South West) Limited is a firm of experienced financial advisors who are committed to delivering a professional and specialised service to individuals and businesses throughout the South West of England and Wales.
Our Financial Planning Services
At Perspective (South West) 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, employee benefits for recruitment and retention and workplace pensions.
Why choose us?
At Perspective (South West) Limited, our administrative bases in Wiltshire, Gloucestershire, Cardiff, Hampshire and Worcestershire provide high-quality technical and research support to a growing team of experienced financial advisers.
We have offices in Cardiff, Marlborough, Stockbridge, Droitwich and Gloucester.
Our team has considerable experience in investments, tax planning and pensions. Our combined knowledge and expertise ensure our clients receive a quality of advice that they tell us is second to none.
With more than half a century of experience in a range of financial matters, including
- Pension planning
- Retirement planning
- Investments
- Inheritance Tax and Estate planning
- Mortgages
- Insurance and Protection
Our combined knowledge and expertise ensures our clients receive exceptional financial advice to help them reach their financial goals.
Our team at Perspective (South West) Limited are committed to delivering outstanding financial planning advice and client service and have an established reputation for providing clients with the highest standard of financial planning services.
Who we help?
Our client base includes individuals and their families, those looking to start in investing or experienced portfolio investors, entrepreneurs, business owners and Directors, self-employed individuals, high earners who need expert tax planning and those looking for tax efficient inheritance and succession strategies.
Confidentiality, integrity, and accessibility are the foundations of our service. And while markets, taxes, financial rules, and the fluctuations that shape them can seem complex, a skilled financial adviser—who understands these dynamics in depth—can provide the clarity and guidance you need.
We invest in and utilise the latest technology in order to enhance our service and efficiency. We also invest in our people to always deliver the highest levels of client service and administration.
Financial Conduct Authority does not regulate taxation and some aspects of corporate financial planning or workplace pensions.