Perspective (South West) Ltd

Restricted - Whole of Market  Highlands, Potterne, Wiltshire, SN10 5NS
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FCA authorised
Last authorised 20th January 2020
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
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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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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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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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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
Ross Perry APFS
Chartered Financial Planner
Tony Apps DipPFS
Managing Director
Jim Knights
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.

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

Highlands, Potterne, Wiltshire, Devizes, SN10 5NS

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