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Perspective (South West) Ltd

Perspective (South West) Marlborough Office

We are a firm of experienced financial planners, delivering a professional and specialised service to individuals and businesses throughout the UK. Our administrative base in Marlborough offers exceptional technical and research support for wealth management in Wiltshire. Marlborough and the rest of the South West region.

About Perspective (South West) Ltd

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 across the South West. Our balance of professionalism and friendliness has a big part to play in our success. Our South West wealth management service is aimed at helping clients decide how best to achieve their own financial goals.

Whether you are seeking an independent financial advisers (IFA) in Wiltshire or are wanting support with your wealth management in Marlborough, our team of financial advisors based at the Perspective (South West) Ltd office are here to provide you with the help you need.

Our Financial Planning Services In The South West

Our team has considerable experience in investments, tax planning and pensions. Our combined knowledge and expertise ensures our clients receive a quality of advice that they tell us is second to none.

To help you make full and effective use of your financial resources, we offer a wide range of financial planning services across the South West region; from managing your money to protecting you and your family’s financial future and managing awards of damages & court of protection. For businesses, we provide corporate financial planning to help protect your business. See our full list of personal and corporate financial planning services here.

Why Choose Perspective (South West) Ltd?

As trusted Independent Financial Planners, we have been providing quality financial planning services and wealth management in Wiltshire, Marlborough and the rest of the South West for over 25 years. We have access to a wide range of financial solutions and are able to identify those that suit your current needs and circumstances. From the first meeting to putting a plan into action, we keep your best interests at the centre of everything we do.

Want to find out more about how our financial advisors in Marlborough could help you? Get in touch with our team today.

The Financial Conduct Authority does not regulate taxation

Perspective (South West) Ltd

Marlborough Office
Equilibrium House
1 Pelhams Court
London Road

Telephone: 01672 515991

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

Perspective (South West) Ltd, Registered in England and Wales No 3053936. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (South West) 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