Perspective (South West) Ltd - Marlborough

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Perspective (South West) Ltd: A Trusted Financial Planning Partner

Perspective (South West) Ltd is a highly regarded financial planning firm dedicated to providing comprehensive and personalized advice to clients in the South West region of the United Kingdom. Located at Equilibrium House, 1 Pelhams Ct, London Rd, Marlborough SN8 2AG, the firm operates with a commitment to delivering exceptional service and building long-term client relationships. They are part of the larger PFGL group, a well-established and respected name within the financial services industry.

Company Overview and Location

The Marlborough office serves as a key hub for Perspective’s operations in the South West. The firm’s address, Equilibrium House, is situated in a convenient location, reflecting their dedication to accessibility. Contacting them is simple via telephone at 1672515991. For more detailed information and to explore their services, visitors can easily access their website at pfgl.co.uk. This website provides a valuable resource for understanding their range of offerings and connecting with a financial advisor.

Key Features and Services

Perspective (South West) Ltd specializes in providing a wide spectrum of financial planning solutions, catering to diverse client needs. They assist clients with:

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Protection Planning

The firm prides itself on employing a team of experienced and qualified professionals. They’re known for a proactive approach to client needs, utilizing technology to streamline processes and ensure efficient service delivery. Notably, they offer convenient online appointments, reflecting a commitment to modern client expectations. Furthermore, the facility boasts on-site services, including accessible parking, entrance, and toilet facilities, demonstrating a clear focus on inclusivity and convenience.

Accessibility and Amenities

Perspective (South West) Ltd is committed to providing a welcoming and accessible environment for all clients. Key features include:

• Wheelchair-Accessible Car Park
• Wheelchair-Accessible Entrance
• Wheelchair-Accessible Toilet
• General Toilet Facilities
• On-Site Parking

Client Feedback & Reputation

The company maintains a strong reputation within the local community, as evidenced by their positive feedback. Currently, Perspective (South West) Ltd has 2 reviews on Google My Business, all receiving an impressive average rating of 5/5. These reviews consistently highlight the ease of use of their client portal, the informative content provided, and the valuable communication options available. Clients frequently express complete confidence in the firm's staff and the overall professionalism and depth of experience demonstrated. It’s clear that the firm values clear communication and a user-friendly approach to financial advice.

Concluding Recommendation

For individuals and families seeking expert and reliable financial planning guidance in the South West, Perspective (South West) Ltd presents an excellent choice. Their commitment to accessibility, combined with their experienced team and dedication to client satisfaction, positions them as a trusted partner in achieving your financial goals. We strongly encourage you to visit their website at pfgl.co.uk to explore their services further and schedule a consultation.

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👍 Reviews of Perspective (South West) Ltd

Roger C.

5/5

The portal is easy to use, informative and the communications option is extremely useful and time-saving. Perspective's staff and the company's professionalism and experience instill complete confidence.

Ngoc T.

5/5