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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 clients’ 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. This is why so many of our new clients are introduced to us by our existing ones.

“Jim is very professional, approachable, and knowledgeable. A great asset to Perspective Financial Group Ltd. I would be happy to introduce him to friends and family for financial advice anytime.”

Mr A – October 2021

“Jim was clear, helpful, patient, friendly and provided us with valuable advice. Jonathan was also helpful and efficient with administrative matters.  Thank you for the valuable advice.”

Mr & Mrs S – August 2020

“Following advice from Tony Apps of Perspective we bought our commercial property out of our SASS pension where changes in regulations and costs were becoming untenable. This transformed our pension arrangements and in the light of subsequent events has  proved to have been excellent advice. Thank you Tony.”

Mr & Mrs P – August 2020

“The attention to detail from Mr Knights and the staff has always been exemplary. I am very grateful for this advice.”

Mr M – August 2020

“Very helpful and friendly service thank you.  We were kept up to date regularly and felt you gave a great service, very professional.”

Mrs F – November 2019

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

Key Contacts

View all our team

Ross Perry APFS

Chartered Financial Planner

Jim Knights DipPFS

Financial Planner

Tony Apps DipPFS

Financial Planner

Kevin Higgs DipPFS

Financial Planner

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: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.

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

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

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


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