You, your family, your trust or your company can benefit from the expert, specialist, holistic financial planning advice that our financial planning firms offer.
Perspective Financial Group Ltd is a parent company which fully owns all our financial planning firms, giving us a network of 36 local offices across the UK. All our firms are authorised to give financial planning advice.
These offices are staffed by highly qualified financial planners, who in turn are supported by a team of skilled paraplanners and loyal administrators. Most of these offices have been established for over 30 years.
The offices are part of their local communities and have excellent links with other high quality local professionals including lawyers and accountants, so the advice they give will always be ‘joined up’.
All offices provide a comprehensive range of financial planning advice relevant to all ages. Take a look at our Five Ages of Financial Planning series to see the issues you should be considering at the stage of life you’re at.
Our staff strive to reach the highest levels of professional qualifications. Many achieve further specialist qualifications and develop expertise which can be drawn on by all offices. For example, Society of Trust and Estate Planning (STEP) and Society of Later Life Advisers (SOLLA).