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Perspective (South) Ltd

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

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.

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