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Perspective (Millfield)

Established in 1997, Millfield Osceola Financial Consultancy is a leading provider of professional and whole of market financial advice with over a century of collective experience in financial services.

Our success is based on providing clients with effective financial planning, focusing on the provision of practical solutions for your current and future requirements.

In October 2024, we took the decision to become part of Perspective Financial Group Ltd, enabling us to become part of a larger organisation with even greater resources, and one that fully shares our ethos, ethics and client focused approach.

Our Financial Planning Services

We pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. Whether you need advice on managing your money, retirement planning, or the financial impact of divorce, our financial planners are here to help. See our full list of financial planning services.

Why Choose Us?

We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, our highly qualified financial planners are able to assist you in achieving your financial goals.

The Financial Conduct Authority does not regulate Taxation and Trusts.

Perspective (South) Limited

Milton Keynes Office
16 Shenley Pavilions
Chalkdell Drive
Shenley Wood
Milton Keynes
MK5 6LB

Telephone: 01908 257888

When you enter the Shenley Pavilions site, the Perspective office is situated at the front of the buildings on your far right

Reading Office
38-40 Station Road
Twyford
Reading
RG10 9NT

Telephone: 0118 932 0600

Uckfield Office
Maple Barn
Beeches Farm Rd
Shortbridge
Uckfield
TN22 5QD

Telephone: 01273 921990

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

Chartered Financial Planners logo

Chartered Financial Planners

Perspective (South) Ltd, Registered in England and Wales No 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

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

Perspective (South) Ltd is a subsidiary of Perspective Financial Group Ltd.

Visit the link below for more information on our Privacy Notice.

View Privacy Notice

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

www.financial-ombudsman.org.uk