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Who are our Clients?

Typically Perceptive Clients are families who are at a point of change in their lives, and are looking for high quality Financial  Planning and Advice, often coupled with Investment Management which works with them to control and limit risks to their precious and hard earned capital.

This will often include:

We find our Clients are bright, capable, challenging and engaged with us.

We tend to work with them when they need to deal with complex subjects such as Trusts, Inheritance Tax and Retirement Planning.  Very often this means working alongside the Accountant and Lawyers to ensure a ‘joined up’ approach.

Increasingly, we are known for our work with Family Trusts and Charities.

What are the benefits of being a Client?

Other than the quantifiable sources such as reducing portfolio fees, efficient investment portfolio performance and tax savings the benefit most savoured by Clients is peace of mind.

This has meant different things to different people, such as:

How do I become a Client?

The next step is up to you….. Just call or email us to discuss what it is on your mind, and what we may be able to help with, and we’ll set a date to meet

CONTACT US

We hope you found some insight to the work we do here at Perceptive Planning. If you would like to find out how we can make a Perceptive difference to your financial affairs please submit your details below or call us on 0207 117 2084 and we would be happy to help. With offices in London and Essex we are happy to meet at either location.

Click here to Contact Perceptive Planning

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