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Perspective (South West) Ltd is a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses throughout the UK. Our administrative base, in Marlborough, provides top quality technical and research support to a growing team of experienced advisers. Our team has considerable experience in the investment, tax planning and pensions industry. Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none.

At Perspective (South West) Ltd, we are committed to delivering outstanding customer service. This is why the business has gone from strength to strength. Since 1995, we have provided financial planning solutions to individual clients, 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.

This involves:

  • Potentially mitigating your exposure to inheritance tax*
  • Helping to protect your financial lifestyle in retirement
  • Helping to arrange retirement and other benefits for the directors and employees of a business
  • Helping to protect your family from the unexpected

As whole-of-market Financial Planners we have access to a wide range of financial solutions and are able to identify those that suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our clients best interests at the centre of everything we do. Maybe this is why so many of our new clients are introduced to us by our existing ones.

*The Financial Conduct Authority does not regulate Taxation and Trust Advice.

Key Contacts

View all our team

Tony Apps DipPFS

Managing Director

Sally Jones

Operations Director

Ross Perry APFS

Chartered Financial Planner

Jim Knights DipPFS

Customer Service & Compliance Manager

Latest News

Stay up to date with all our latest news, advice and guidance from Perspective (South West) Ltd.

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Registered in England and Wales No: 3053936. Registered Office: Paradigm House, Brooke Court, Wilmslow, Cheshire, SK9 3ND.

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

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority.

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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