Perspective (South West) Ltd

Financial Adviser (Restricted Whole of Market) Highlands, Potterne, Wiltshire, Devizes, SN10 5NS
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
Our committed, well qualified advisers and staff are experienced in providing holistic financial advice for real people in real situations
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jim Knights
Tony Apps DipPFS
Managing Director
Ross Perry DipPFS
Financial Adviser
What our clients say
I wish that I had met with you a long time ago and in a way it was as if a weight had been lifted off my shoulders. I found the meeting to be very positive and informative. I feel very comfortable with you and Equilibrium”
R Collyer – private client, Marlborough
Nice, friendly staff throughout the Marlborough office. Relaxed atmosphere, which I personally appreciate. Ross is very professional, courteous and shows advice that is clear and appropriate to our needs.
KBC – private client, Marlborough
Where to find us

Highlands, Potterne, Wiltshire, Devizes, SN10 5NS

Make an enquiry
About us

As a long established and well-respected firm of financial advisers based in Marlborough, Equilibrium delivers a professional and specialised service to individuals and businesses throughout the UK.

An initial consultation with one of our advisers is without charge and if you wish to instruct us further, we promise to always agree any fees with you in advance.

Our services

We help our clients to make their financial dreams a reality in the most tax efficient way possible. We provide bespoke solutions for our clients and make sure that even the most complex of financial matters is understood. Our clients are at the centre of everything we do and their satisfaction is of paramount importance to us all.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0

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