Perspective Wealth Management is led by Charlotte Paul, and supported by a group of partners . When you book a consultation with us, it’s Charlotte you’ll meet. And if you choose to work with us, she will create your plan, and be your main point of contact going forward.
This personal touch is a cornerstone of the service we provide – we see our relationship with you as a true partnership. You can expect to hear from us regularly so we can address – and anticipate – your needs as your goals and situation evolves.