Perspective (Clarendon)

Founded in 2010 as Clarendon Financial Planning Limited, we have been successfully advising clients from our office near Stockbridge, Hampshire ever since. In 2025, we took the decision to become part of Perspective, enabling our clients and staff to benefit from their greater scale.
Our financial planners are some of the most highly qualified in the country, with most holding Chartered status regarded as the gold standard in the sector. This means we can offer advice on a wide range of complex financial issues.

Our dedicated, experienced administrators form part of our close-knit team, so together we can serve you with professionalism and integrity.

We believe it is very important to get to know you and your financial concerns, so that we can advise you properly. We also take time and trouble to make sure that each client is looked after by the most appropriate member(s) of our team, so you may find that you would like to know a little more about us as individuals.

If you would like an initial consultation, without charge or obligation, with any of our financial planners, just contact us to arrange a convenient time. Let us help you to make the right decisions about key aspects of your financial life.

Why Choose Us?

We offer a whole-of-market approach, which we have always believed to be a key component in providing high quality financial advice. Whether you need to review your investment planning, prepare or manage your retirement provisions, look at Inheritance Tax and later life planning, review your protection arrangements, our highly qualified financial planners can assist you in achieving your financial goals.