Perspective Financial Management Limited

Independent Financial Adviser  3 Whittle Court, Loughton and great holm, Buckinghamshire, MK5 8FT
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FCA authorised
Last authorised 10th August 2020
Highly qualified and experienced Advisers all focused on building and sustaining long-standing client relationships
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Offshore investments
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Traded endowment policies
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Meet our advisers
Mathew Agbame Bsc MBA DipPFS
Financial Planner
Helen Graves DipPFS
Financial Planner
Joe Reed DipPFS
Technical Director & Chartered Financial Planner
Tim Langman DipPFS
Managing Director & Financial Planner
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

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

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

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