Perspective (Chiltern)
We provide impartial, whole-of-market financial advice tailored to an individual’s personal circumstances, goals, and attitude to risk. This includes:
- Retirement and Pension planning
- Investment Management
- Inheritance Tax and Estate Planning
- Protection advice such as Life Insurance and Income Protection
- Long Term Care Planning
Professional Memberships:
CII Diploma in Regulated Financial Planning
CII Certificate in Discretionary Investment Management
CII Award in Long Term Care Insurance
CII Award in Regulated Pension Transfer Advice
Address:
Chiltern House,
Unit 5,
Stokenchurch Business Park,
Ibstone Road,
Stokenchurch,
Buckinghamshire,
HP14 3FE
Main Contact:
Jon Harding
Email:
Phone:
Additional Phone: