Businesses & Professional Services
Perspective (Oxon) Ltd
1 The Quadrangle
Tel: 01993 813500
The foundations of Perspective (Oxon) Ltd were built on McGrath Rathbone whose history in Woodstock goes back over 30 years.
We have been in the same office for more than 27 years and are recognised as one of the foremost financial planning and wealth management firms in the region.
"We provide a full range of independent financial advice to individual and corporate clients. We pride ourselves on our professionalism and ethical values. We strive to excel in what we do and the solutions we provide."
Perspective (Oxon) Ltd is in the business of making your money work harder for you. We are judged by our financial performance and the quality of our service.
Our work for our clients involves:
- Potentially mitigating exposure to inheritance tax*
- Helping to protect financial lifestyle in retirement
- Helping to arrange retirement and other benefits for the directors and employees of a business
- Working with employers and employees to introduce effective and robust employee assistance programs
- Helping to protect families from the unexpected