Skip to content

Accessibility tools

From a landline: 0161 244 9759

From a mobile: 0330 053 9349

Client Portal

Thank you for visiting Perspective (South) Ltd

Business Expo -
Wednesday 8th February 2023

Perspective (South) Ltd – formerly Perspective Financial Management Ltd, was established in 1995. Based in Milton Keynes, we have experienced significant growth over many years due largely to recommendations and referrals from existing clients and fellow professionals. We are regarded as one of the leading financial planning firms for both personal and corporate clients and look after clients in the region and across the UK.

Find out more about our personal financial planning services please visit www.pfgl.co.uk/south

    Make an enquiry * Required Fields

      Make an enquiry * Required Fields

      Perspective (South) Ltd

      Milton Keynes Office
      3 Whittle Court
      Seebeck Place
      Knowlhill
      Milton Keynes
      MK5 8FT

      Telephone: 01908 257888

      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.

      Privacy Notice

      What to do if something goes wrong

      We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.

      If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.

      If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:

      The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square,  London, E14 9SR

      Tel: 0800 023 4567

      Email: complaint.info@financial-ombudsman.org.uk

      Web: www.financial-ombudsman.org.uk/consumer/complaints.htm