Business Details
16 Years
experience
Your Trusted Financial Planning Partner in Stockbridge
Established in 2010, we have built a reputation for delivering expert financial advice from our office near Stockbridge, Hampshire. Our team comprises some of the most highly qualified financial planners in the country, many of whom hold Chartered status, the gold standard in our sector. This expertise enables us to address complex financial challenges across investment planning, retirement provisions, inheritance tax strategies, and protection arrangements. In 2025, we joined forces with Perspective to enhance our capabilities while maintaining our commitment to personalized service.Our approach prioritizes understanding each client's unique circumstances, ensuring tailored advice and ongoing support from the most suitable team members. We offer an initial consultation at no charge or obligation, reflecting our dedication to transparency and client satisfaction. As part of a firm regulated by the Financial Conduct Authority, we uphold the highest standards of professionalism and integrity in all our interactions.
Services
Financial Planning
Retirement Provisions
Inheritance Tax Planning
Investment Strategies
Protection Arrangements
Details
- Year established: 2010
Highlights and features
- We offer a whole-of-market approach to financial advice.
- Our team includes Chartered financial planners, the industry gold standard.
- We provide initial consultations with no charge or obligation.
- We match clients with the most appropriate team members for personalized service.
- We maintain professionalism and integrity in all client interactions.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Our financial planning service helps clients navigate complex financial decisions with confidence. We assess individual circumstances to create tailored strategies for long-term stability. Clients benefit from our team's Chartered expertise and commitment to regulatory excellence.
Retirement Provisions
We design retirement solutions that align with personal goals and lifestyle aspirations. Our approach considers tax efficiency, income sustainability, and risk management. Clients receive ongoing support to adapt plans as circumstances evolve.
Inheritance Tax Planning
Our specialists develop strategies to minimize inheritance tax liabilities while preserving family wealth. We consider legal structures, gifting strategies, and charitable contributions. Plans are designed to comply with current regulations while meeting client objectives.
Investment Strategies
We create diversified investment portfolios aligned with risk tolerance and financial goals. Our approach combines market analysis with personalized asset allocation. Regular reviews ensure strategies remain effective amid changing market conditions.
Protection Arrangements
We help clients safeguard their financial future through tailored protection solutions. Our services include life insurance, critical illness cover, and income protection. Plans are designed to provide security for dependents and business partners.
Questions
What services does Perspective (Clarendon) offer?
We provide financial planning, retirement provisions, inheritance tax planning, investment strategies, and protection arrangements tailored to individual client needs.
Are your financial planners qualified?
Yes, our team includes Chartered financial planners, representing the highest professional standard in the industry.
Do you offer initial consultations?
Yes, we provide initial consultations at no charge or obligation to discuss your financial goals and concerns.
How are complaints handled?
Contact your Financial Planner directly for any concerns. If unresolved, you may refer complaints to the Financial Ombudsman Service.
Are your services regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority under registration number 525989.
