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Perspective (South) Ltd

At Perspective (South) Ltd, we believe that the key to investment performance lies in providing our clients with a simple but comprehensive choice of investment management options – sufficient to match the needs of all types of investors. We are dedicated to providing financial planning to clients in Milton Keynes and across the rest of the UK, ensuring their finances are protected against the unknown.

About Us Perspective (South) Ltd

Perspective (South) – formerly Perspective Financial Management Ltd, was established in November 1995. Based in Milton Keynes, we have experienced significant growth and are now firmly positioned as a premier provider of financial planning for private clients.

As well as working with clients located in the South, we have a range of clients located across the UK, and we are committed to our clients regardless of their location. So, whether you are looking for financial planning in Milton Keynes, London or even Cambridge, our specialist are here to help you protect your finances.

Our Financial Planning Services

From advice managing your money to protecting you and your family’s financial future and retirement planning, we help individuals make the most of their financial resources with our personal financial planning services. Find out more about our personal financial planning services here.

Why Choose Us?

At Perspective, we have an established reputation for providing clients across the UK with the highest standard of services. Our clients are our core value, coming first in everything that we do at Perspective. You can be sure that our financial planning specialists will strive to provide you with the best possible results and services based on your individual needs and requirements.

If you are looking for financial planning in the South that you can rely on to deliver accessible and honest support, contact our specialists at Perspective (South) Ltd today.

The value of your investment can go down as well as up and you may not get back the full amount invested.

Perspective (South) Ltd

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

Telephone: 01908 257888

Wingrave Office
9c Wingbury Courtyard
Leighton Road
Wingrave
Buckinghamshire
HP22 4LW

Telephone: 01296682259

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.

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