Perspective (South) Ltd's private client proposition is based around fully understanding our clients’ financial needs and objectives.
We recommend that each of our clients receives a full financial health check, which allows your adviser to understand what you want to achieve and more importantly, what level of risk you are prepared to take in order to achieve your objectives. Your adviser will then create a personal plan tailored to your needs which can be monitored on an ongoing basis, should that be agreed between you and your adviser, to ensure that your objectives are being met and that performance is delivered.
We recognise that your needs and objectives can change quickly and frequently, therefore you can meet regularly with your adviser at your request in order to review your financial plan.
As part of the Perspective Financial Group, we have access to a wide range of investment specialists and services that can provide a more streamlined approach to your financial planning needs.
