• 1: Welcome to MRSL
• 2: About MRSL
  • 2.1: Mission Statement
  • 2.2: TCF Charter
  • 2.3: Key Facts
  • 2.4: FSA Registration
  • 2.7: Testimonials
• 3: Our Services
• 4: Additional Services
  • 4.1: Business Management
  • 4.2: Critical Loss Planning
  • 4.3: Claims Management
  • 4.4: Renewals
  • 4.5: Service Partners >>
    • 4.5.2: Encompass
    • 4.5.3: Choice Wills
    • 4.5.4: Perspective
    • 4.5.5: Cardinus
• 4: Contact Us

Perspective Financial Management Ltd

At Perspective, we provide clear, innovative and professionally managed solutions.

Background

Perspective Financial Management Ltd (PFM) was established in November 1995.  Based in Milton Keynes, PFM has experienced significant growth and is now firmly positioned as a premier provider of financial advice to both private and corporate clients.

To facilitate further growth and to expand our service proposition, in April 2008 PFM became part of the PERSPECTIVE Financial Group (PFG).  The objective of PFG is to provide specialist and integrated advice under one roof, including full discretionary investment.

PFM employs a broad range of highly qualified and experienced IFAs, all focused on building and sustaining long-standing client relationships.

Professional Financial Advice

We offer a range of financial services to both private and corporate clients, which are based around fully understanding our clients' financial needs and objectives.  Some of our services include:

• Retirement Planning - Personal pensions, annuities, unsecured pensions
• Self Invested Personal Pensions
• Investment Portfolio Planning
• Discretionary Fund Management & Asset Management
• Tax & Trusts Planning
• Mortgage Advice & Planning
• Corporate Benefits - Group pensions, permanent health insurance (PHI)

Investment Management

Quality investment management is the cornerstone of successful financial planning.  We believe that it is essential for our clients to understand the risk involved with meeting their objectives, and that our recommendations are aligned with their attitude to risk.  We also recognise that investment management is a specialist area, and therefore we have engaged with external partners to set up our own investment management service, known as PIMS (Perspective Investment Management Solutions).

PIMS offers a simple but comprehensive choice of investment management options - sufficient to match the needs of all types of investor; and designed to deliver added value within a competitive pricing structure.

Explore our website to see how Perspective Financial Management can help you to achieve your financial planning objectives.