About Perspective (West) Ltd
We are a firm of experienced Financial Planners delivering a professional and specialised service to individuals and businesses in Shropshire, Staffordshire, Wales and other areas. The Perspective (West) Ltd office in Oswestry has been established for over thirty years, providing top quality technical, research and administration support to a growing team of experienced advisors.
Our Financial Planning Services
Our team has considerable experience in investments, tax planning and pensions. Our combined knowledge and expertise ensure our clients receive a quality of advice that they tell us is second to none. From advising on managing your money to retirement planning and later life planning, we offer a wide range of personal services to help our clients achieve their financial goals. We also provide corporate financial planning services for businesses, helping them with protecting their business, recruitment and retention, and workplace pensions. For more information on the financial planning services we offer at Perspective (West) Ltd, see here.
Why Choose Us?
We are committed to delivering outstanding client service which is why we have gone from strength to strength advising individuals of all ages, families, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success. Our service is aimed at helping clients decide how best to achieve their individual financial goals.
As whole-of-market Financial Planners we have access to a wide range of financial solutions and are able to identify those that suit our clients’ current needs and circumstances. From the first meeting to putting a financial plan into action, we keep our clients’ best interests at the centre of everything we do.
The Financial Conduct Authority does not regulate Taxation and Trusts.