Perspective (South West) Limited
Equilibrium House
1 Pelhams Court;London Road
Marlborough
SN8 2AG
Long-established Independent Financial Planners advising businesses, individuals and trusts on investments, pensions, protection, retirement planning and inheritance tax.
Part of the Perspective Financial Group Ltd, a national financial planning and wealth management group with a network of 22 offices covering the UK, employing over 270 staff and serving over 23,000 clients. Perspective has been listed in the FT’s Top 100 Financial Advisers table since 2011.
Perspective (South West) Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 440557.
You can check this on the FCA’s Register by visiting the FCA’s website
http://register.fca.org.uk/ or by contacting the FCA on 0800 111 6768 or in writing to the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
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Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.