Perspective Financial Management Limited

Independent 3 Whittle Court, Knowlhill, Buckinghamshire, Milton Keynes, MK5 8FT
FCA verified
11th November 2019
Highly qualified and experienced Advisers all focused on building and sustaining long-standing client relationships
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Self-employed mortgages
    • Wealth management
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Helen Graves DipPFS
Financial Planner
Mathew Agbame Bsc MBA DipPFS
Financial Planner
Joe Reed DipPFS
Technical Director & Chartered Financial Planner
Tim Langman DipPFS
Managing Director & Financial Planner
Where to find us

3 Whittle Court, Knowlhill, Buckinghamshire, Milton Keynes, MK5 8FT

About us

Perspective Financial ManagementFinancial Advice to both corporate and private clients.

With offices in both London and Northampton Perspective offer advice on the complete range of financial services throughout England.

Our services

At Perspective, we believe that the key to investment performance lies in providing our clients with a simple but comprehensive choice of investment management options – sufficient to match the needs of all types of investor.

We offer a range of financial services to both private and corporate clients, including:

Retirement Planning – Personal pensions, SIPPs, annuities, unsecured pensions
Investment Portfolio Planning
Tax & Trusts Planning
Mortgage Advice & Planning
Corporate Benefits – Group pensions, permanent health insurance

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value