About Perspective (Home Counties) Ltd
Perspective (Home Counties) Ltd is a firm of experienced Financial Planners, delivering a professional and specialised service to individuals and businesses throughout the Home Counties.
Our bases in Buckinghamshire at Amersham, Chesham and Holmer Green as well as our office in Rickmansworth, Hertfordshire, provide top quality technical and research support to a growing team of financial planners. Our team can demonstrate more than half a century of working in the investment, tax planning and pensions industry.
We were delighted when Searchlight Investments Ltd chose to become part of Perspective in 2022 and P W White & Partners in 2024, continuing our growth in the Home Counties.
Our Financial Planning Services
At Perspective (Home Counties) Ltd, we have expert financial planners specialising in both personal and corporate financial planning.
Looking for help with your personal finances? From managing your money to retirement planning and intergenerational estate and inheritance tax planning, our financial advisors provide a range of personal financial planning services that enable you to make full and effective use of your financial resources. We also have team of experienced corporate financial planners at Perspective, who provide advice on protecting your business and recruitment and retention.
Why Choose Us?
Our combined knowledge and expertise ensures our clients receive a quality of advice which they tell us is second to none. We are committed to delivering outstanding client service. This is why the business has gone from strength to strength providing financial planning solutions to individual clients, companies, company directors and self-employed individuals. Our balance of professionalism and friendliness has a big part to play in our success.
As Financial Planners and Wealth Managers, we have access to a wide range of financial solutions and are able to identify those that suit our client’s current needs and circumstances. From the first meeting to putting a plan into action, we keep our clients’ best interests at the centre of everything we do.
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*The Financial Conduct Authority does not regulate taxation, trusts and some aspects of corporate financial planning.