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Buying or improving property

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Buying your first home, wanting to make improvements to your property, looking to move to a bigger property or purchase a second home, are all likely to be a significant financial events.

There is a wide choice of financial institutions able to provide the money that may be required. In addition, you may wish to protect your ability to pay back the money you have borrowed.

It can therefore be worth your while seeking specialist advice. Within our group of companies, we have expert financial planners who we would be delighted to put you in touch with.

Please also visit our page Protecting you and your Family’s financial future for more information about how we can help with protecting your ability to pay back the money you have borrowed if the unexpected happens.

Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.

South East
Personal Wealth Management

Ready for some personal wealth management advice?

Find out more about how we can help by speaking to one of our financial planners today.

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Perspective (South East) Ltd, Registered in England and Wales No 07003923. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Ltd is an Appointed Representative of Perspective (South) Ltd, 16 Shenley Pavilions, Chalkdell Drive, Shenley Wood, Milton Keynes, MK5 6LB which is authorised and regulated by the Financial Conduct Authority.

Perspective (South East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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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