At Perspective (South) Limited, we believe that the key to investment performance lies in providing our clients with a simple but comprehensive choice of investment management options – sufficient to match the needs of all types of investors. We are dedicated to providing financial planning to clients in Milton Keynes and across the rest of the UK, ensuring their finances are protected against the unknown.
About Us Perspective (South) Limited
Perspective (South) – formerly Perspective Financial Management Limited, was established in November 1995. Based in Milton Keynes, we have experienced significant growth and are now firmly positioned as a premier provider of financial planning for private clients.
As well as working with clients located in the South, we have a range of clients located across the UK, and we are committed to our clients regardless of their location. So, whether you are looking for financial planning in Milton Keynes, London or even Cambridge, our specialist are here to help you protect your finances.
In October 2024, another long established firm, Millfield Osceola Financial Consultancy based in Twyford, became part of Perspective offering a further office in the region. Again, in January 2025, Square One Wealth Management in Uckfield became part of Perspective giving two further offices in the region.
Our Financial Planning Services
From advice managing your money to protecting you and your family’s financial future and retirement planning, we help individuals make the most of their financial resources with our personal financial planning services. Find out more about our personal financial planning services here.
Why Choose Us?
At Perspective, we have an established reputation for providing clients across the UK with the highest standard of services. Our clients are our core value, coming first in everything that we do at Perspective. You can be sure that our financial planning specialists will strive to provide you with the best possible results and services based on your individual needs and requirements.
If you are looking for financial planning in the South that you can rely on to deliver accessible and honest support, contact our specialists at Perspective (South) Limited today.
The value of your investment can go down as well as up and you may not get back the full amount invested.
