Financial Consultants
Perspective South West Ltd
Perspective South West Ltd is a financial consultancy firm based in Marlow, England. They offer a range of financial services to clients, including financial planning, investment management, and retirement planning. With a team of experienced financial consultants, Perspective South West Ltd is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
Introduction to Perspective South West Ltd
Perspective South West Ltd is a financial consulting company that was founded in 2002. The company's purpose is to provide expert financial advice and guidance to individuals and businesses in the United Kingdom. What makes this company unique is their personalized approach to each client's financial situation, ensuring that each client receives tailored advice that fits their specific needs.Services & products
Perspective South West Ltd offers a range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also offer business consulting services, such as financial analysis, risk management, and strategic planning. Clients can buy various financial products, including mutual funds, stocks, bonds, and insurance policies.Location
Perspective South West Ltd is located in Equilibrium House, 1 Pelhams Ct, London Rd, Marlborough SN8 2AG, United Kingdom. Marlborough is a quaint town that is located in Wiltshire, England. The area is known for its picturesque countryside and historic landmarks. There are various businesses in the area, including small shops, restaurants, and pubs. The closest public transportation options are Marlborough Bus Station (0.2 miles), Pewsey Railway Station (7 miles), and Swindon Railway Station (16 miles).Benefits
Customers should choose Perspective South West Ltd because of their experienced and knowledgeable financial consultants who provide tailored advice to each client. They also offer a wide range of financial services and products, ensuring that clients can find the solutions they need to achieve their financial goals.Good to know
Customers should be aware that Perspective South West Ltd charges fees for their services, which are based on the complexity of the client's financial situation.Reviews
Customers have praised Perspective South West Ltd for their personalized approach, knowledgeable consultants, and excellent customer service. They have also noted that the company's advice has helped them achieve their financial goals.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a range of financial services including investment management, retirement planning, tax planning, estate planning, and insurance planning.What experience do your financial consultants have?
Our financial consultants have extensive experience in the financial industry and hold relevant qualifications such as CFP, CFA, and FCA. They have a deep understanding of financial markets and are committed to providing personalized financial advice to our clients.How do you charge for your services?
We charge a fee for our financial services based on the complexity of the work undertaken. We are transparent about our fees and will discuss them with you before commencing any work.Can you provide references or case studies of your past clients?
Yes, we can provide references and case studies of our past clients upon request. Our clients' privacy is important to us, so we will seek their permission before sharing their information with you.How will you tailor your services to meet my specific financial goals and needs?
We will work closely with you to understand your financial goals and needs. Our financial consultants will create a personalized financial plan that takes into account your current financial situation and your long-term objectives. We will regularly review your plan to ensure it remains relevant to your changing circumstances.Reviews
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Roger Collyer
The portal is easy to use, informative and the communications option is extremely useful and time-saving. Perspective's staff and the company's professionalism and experience instill complete confidence.
06-05-2023
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Ngoc Tuyen
27-05-2015
