Perspective (Warwickshire)
The foundations of Perspective (Warwickshire) were built on Beanland Financial Services Ltd (Beanland) formed in 2008, following the purchase of Nigel Beanland and Company. Beanland took the decision to become part of Perspective Financial Group Limited in 2022, enabling the business to become part of a larger organisation with even greater resources and sharing the ethos, ethics and client focused approach.
Our Financial Planning Services
We pride ourselves on providing expert financial planning and wealth management for individuals, companies and trustees. Whether you need advice on managing your money, retirement planning, or the financial impact of divorce, our financial advisors are here to help. See our full list of financial planning services which include personal financial planning and corporate financial planning.
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 advisors are able to assist you in achieving your financial goals.
The Financial Conduct Authority does not regulate Taxation and Trusts.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123