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Thank you for visiting Perspective (South) Ltd

Business Expo -
Wednesday 8th February 2023

Perspective (South) Ltd – formerly Perspective Financial Management Ltd, was established in 1995. Based in Milton Keynes, we have experienced significant growth over many years due largely to recommendations and referrals from existing clients and fellow professionals. We are regarded as one of the leading financial planning firms for both personal and corporate clients and look after clients in the region and across the UK.

Find out more about our personal financial planning services please visit www.pfgl.co.uk/our-locations/south/

 

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    Meet our team

    Baijul

    Baijul Shah Cert PFS CeMAP

    Financial Planner

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    Perspective Financial Group Ltd logo

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    Chris Cawood

    Chris Cawood DipPFS

    Financial Planner

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      Make an enquiry * Required Fields

      Perspective (South) Ltd

      Milton Keynes Office
      16 Shenley Pavilions
      Chalkdell Drive
      Shenley Wood
      Milton Keynes
      MK5 6LB

      Telephone: 01908 257888

      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.

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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