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Vision and Values

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Our Purpose

We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.

Our Vision

To build a sustainable and socially-responsible business that is trusted by our staff and clients, never detracting from our core value that our clients come first in everything we do.

Our Six Values

  • We are


    The client must always be at the centre of our thoughts, they come first and we come second, the starting point being by asking ourselves “would we be happy to provide this level of service and recommendation to our family members?”.

    The answer to which is a resounding YES.

    Clients should never have to chase us, we should always be on the front foot. Our clients should have the best possible experience when working with us. Without our clients we don’t have a business, therefore our clients should not be just content with our service, they should be delighted by it and happy to share it with their family, friends and colleagues.

  • We will

    Do the right thing

    Doing the right thing is of course required by our regulator, but it is also core to our values in everything we do.

    By doing the right thing, we will always remain client-centric, which in turn leads to happy clients.

    Doing the right thing protects the long-term future of our business.

    Watering plants
  • We always


    We employ tenacity with a can-do attitude. We set expectations and are realistic with our colleagues and clients and have created a flexible working environment to ensure that we can attract and retain the best talent in the Industry.

    We approach work with a positive attitude and being a client-centric company, we need to ensure that we never over promise.

    We need to make things happen – delivering does not happen by accident, delivery is our responsibility regardless of obstacles or difficulties.

    A clipboard
  • We become

    A trusted member of the family

    We are often seen as a trusted member of our clients’ family, and this remains at the core of our strategy.

    Many of our relationships span multiple generations and the average length of our client relationships is a quarter of a century.

    House and car
  • We continually

    Set standards of excellence

    From administration to delivering Financial Plans we want to be the best, but it is not enough to just say it, we must be able to demonstrate it and regularly benchmark ourselves against both industry standards and internal results, as our ethos dictates that we strive for continuous improvement.

    Our Training Academy and recruitment programme assist in creating some of the finest talent in the industry. Experience and qualifications are key to our continued success and Chartered Status is the minimum goal our advisers strive to achieve, with many progressing to become Fellows of the Chartered Institute.

  • We believe in


    The statement, “there is no I in team”, is relevant in all walks of life, but none more so than Financial Planning. Administration, Paraplanning, Advising, Finance, Regulation, and our People Dept. all work together to ensure clients receive the best possible experience and are at the centre of what we do. We operate a flat structure, across our offices, rather than having a Head Office that issues instructions.

    We need to continuously operate as a team otherwise we stop being effective.

    Vision and values

Our Attributes

We are proud of what we do and the specialist service we provide for clients. Our attributes define exactly what makes us unique - they collectively represent all branches of Perspective, our processes, people and services.







We are widely respected as the 'third professional' alongside accountants and lawyers who in turn recommend us to their clients because of our unrivalled knowledge and expertise.



We are always on-hand to provide accessible and honest advice, no matter the scale of the issue.



Our roots go back to 1985, from then on we have learnt from and adapted to the market. This has enabled us to offer the specialist service that we do today.



We recognise that each employee has their own strengths and we work together, allowing these to be expressed to everyone’s advantage.

Trust is built between people not institutions

Our whole-of-market approach means our advice is not restricted to a limited range of product providers. We firmly believe this is a key component of providing financial advice of the highest quality and value for money for clients.

All our offices retain the feel of a local firm offering a very personal service. With the support and resources available from being part of a larger national group, you can be assured of receiving the very best advice and client service for many years to come.

Meet the Team