All About Us
Using the facts
At Perceptive Planning we use an evidence-based investment philosophy to underpin proper, structured Financial Planning. We will work with you to create a plan which allows you to have more confidence in your future.
It’s all for you
It’s not about the money, it’s never about the products, and it certainly has nothing to do with the funds chosen. It is always all about making sure that the family wealth does what it is supposed to do – secure the financial wellbeing of the family.
A planner you can trust
We are consistently listed by Citywire as being in the Top 100 advice firms in the UK , as well as being one of a small minority of firms who have achieved Chartered Financial Planning Firm status. In short, we believe you can be confident you are dealing with one of the UK’s leading Financial Planning firms.
Meet the team
Get to know the faces behind Perceptive Planning.
Chartered Status
Our Chartered Status is our promise to you.
World Citizens
Managing wealth across countries.