Visão geral da empresa Perspective Financial Group
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Our Purpose
We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.
Our Vision
To build a sustainable and socially-responsible business that is trusted by our staff and clients, never detracting from our core value that our clients come first in everything we do.
Our Six Values
1. We are Client-centric
The client must always be at the centre of our thoughts, they come first and we come second, the starting point being by asking ourselves “would we be happy to provide this level of service and recommendation to our family members?”.
The answer to which is a resounding YES.
Clients should never have to chase us, we should always be on the front foot. Our clients should have the best possible experience when working with us. Without our clients we don’t have a business, therefore our clients should not be just content with our service, they should be delighted by it and happy to share it with their family, friends and colleagues.
2. We will Do the right thing
Doing the right thing is of course required by our regulator, but it is also core to our values in everything we do.
By doing the right thing, we will always remain client-centric, which in turn leads to happy clients.
Doing the right thing protects the long-term future of our business.
3. We always Deliver
We employ tenacity with a can-do attitude. We set expectations and are realistic with our colleagues and clients and have created a flexible working environment to ensure that we can attract and retain the best talent in the Industry.
We approach work with a positive attitude and being a client-centric company, we need to ensure that we never over promise.
We need to make things happen – delivering does not happen by accident, delivery is our responsibility regardless of obstacles or difficulties.
4. We become a trusted member of the family
We are often seen as a trusted member of our clients’ family, and this remains at the core of our strategy.
Many of our relationships span multiple generations and the average length of our client relationships is a quarter of a century.
5. We continually set standards of excellence
From administration to delivering Financial Plans we want to be the best, but it is not enough to just say it, we must be able to demonstrate it and regularly benchmark ourselves against both industry standards and internal results, as our ethos dictates that we strive for continuous improvement.
Our Training Academy and recruitment programme assist in creating some of the finest talent in the industry. Experience and qualifications are key to our continued success and Chartered Status is the minimum goal our advisers strive to achieve, with many progressing to become Fellows of the Chartered Institute.
6. We believe in Teamwork
The statement, “there is no I in team”, is relevant in all walks of life, but none more so than Financial Planning. Administration, Paraplanning, Advising, Finance, Regulation, and our People Dept. all work together to ensure clients receive the best possible experience and are at the centre of what we do. We operate a flat structure, across our offices, rather than having a Head Office that issues instructions.
We need to continuously operate as a team otherwise we stop being effective.
We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.
Our Vision
To build a sustainable and socially-responsible business that is trusted by our staff and clients, never detracting from our core value that our clients come first in everything we do.
Our Six Values
1. We are Client-centric
The client must always be at the centre of our thoughts, they come first and we come second, the starting point being by asking ourselves “would we be happy to provide this level of service and recommendation to our family members?”.
The answer to which is a resounding YES.
Clients should never have to chase us, we should always be on the front foot. Our clients should have the best possible experience when working with us. Without our clients we don’t have a business, therefore our clients should not be just content with our service, they should be delighted by it and happy to share it with their family, friends and colleagues.
2. We will Do the right thing
Doing the right thing is of course required by our regulator, but it is also core to our values in everything we do.
By doing the right thing, we will always remain client-centric, which in turn leads to happy clients.
Doing the right thing protects the long-term future of our business.
3. We always Deliver
We employ tenacity with a can-do attitude. We set expectations and are realistic with our colleagues and clients and have created a flexible working environment to ensure that we can attract and retain the best talent in the Industry.
We approach work with a positive attitude and being a client-centric company, we need to ensure that we never over promise.
We need to make things happen – delivering does not happen by accident, delivery is our responsibility regardless of obstacles or difficulties.
4. We become a trusted member of the family
We are often seen as a trusted member of our clients’ family, and this remains at the core of our strategy.
Many of our relationships span multiple generations and the average length of our client relationships is a quarter of a century.
5. We continually set standards of excellence
From administration to delivering Financial Plans we want to be the best, but it is not enough to just say it, we must be able to demonstrate it and regularly benchmark ourselves against both industry standards and internal results, as our ethos dictates that we strive for continuous improvement.
Our Training Academy and recruitment programme assist in creating some of the finest talent in the industry. Experience and qualifications are key to our continued success and Chartered Status is the minimum goal our advisers strive to achieve, with many progressing to become Fellows of the Chartered Institute.
6. We believe in Teamwork
The statement, “there is no I in team”, is relevant in all walks of life, but none more so than Financial Planning. Administration, Paraplanning, Advising, Finance, Regulation, and our People Dept. all work together to ensure clients receive the best possible experience and are at the centre of what we do. We operate a flat structure, across our offices, rather than having a Head Office that issues instructions.
We need to continuously operate as a team otherwise we stop being effective.
Perspective Financial Group Limited is a leading national financial planning and wealth management firm. Perspective’s national network of over 25 local offices offer whole of market, fee based, financial advice throughout the UK.
Perspective has some of the industry's highest quality and most qualified advisers. The Perspective Academy trains up exceptional new talent so we can offer clients the best possible services and advice for the future. Our Values are that clients always come first and we provide clients with the appropriate tailored advice to achieve their financial objectives. Whether retirement planning, asset management, personal wealth or corporate planning, our financial planners provide whole of market options and best advice to clients.
Whilst benefitting from the support and expertise of a highly regarded national Group, Perspective offices are managed at a local level to ensure that clients receive the local management and service that they expect.
Perspective has some of the industry's highest quality and most qualified advisers. The Perspective Academy trains up exceptional new talent so we can offer clients the best possible services and advice for the future. Our Values are that clients always come first and we provide clients with the appropriate tailored advice to achieve their financial objectives. Whether retirement planning, asset management, personal wealth or corporate planning, our financial planners provide whole of market options and best advice to clients.
Whilst benefitting from the support and expertise of a highly regarded national Group, Perspective offices are managed at a local level to ensure that clients receive the local management and service that they expect.
