Whilst we are all trying to adjust to this ‘new normal’, we are trying to stay as close to the ‘old normal’ as we can. So we’re all working hard, we’re all on email, and phone messages will reach us.
If you have any questions and you feel we may be able to help, please do contact us via firstname.lastname@example.org
We hope everyone reading this stays safe and well.
Everyone has dreams, objectives and goals that they would like to achieve in life. To achieve these we must usually plan for them. Money is then simply one – but an important one – of the tools available to help you accomplish our goals.
Using an evidence- and academic-based investment philosophy to underpin proper, structured Financial Planning, we at Perceptive Planning will work with you to help you be more confident about your future.
Our aim is simply to work with you to cut through the complexity of the world of finance to enable you to feel secure about your future, whilst minimising your risks wherever possible.
We are consistently listed in the Top 100 advice firms in the UK, as well as being one of a small minority of firms who have achieved both Chartered and Accredited Firms status. In short, we believe you can be confident you are dealing with one of the UK’s leading Financial Planning firms.
We never forget who our Client is. Our proud boast is that your voice is your security key – if we don’t recognise your voice, we have too many Clients!
A bold statement – but we work closely with our clients to ensure this remains true.
Our relationships with our Clients are built on trust. Trust depends on there being no conflict of interest.
Financial Planning provides direction and meaning to your financial decisions. It allows you to understand how each financial decision you make affects other areas of your finances. Read more here to learn what to look for in a Financial Planner.
Call 0207 117 2084 to speak with a member of our team.