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Since February 2017 we have engaged with over 2500 clients for Investment and Protection advice.

We have reviewed over £42m of clients investments.

We have advised 33% of people reviewing their pensions to stay where they are (we will always have our clients best interests at heart).

We have already had over 350 positive client outcomes.

We have helped clients from Aberdeen to Exeter.

And perhaps most importantly, our rating on TrustPilot is 9.3 out of 10.0, so it seems our clients think we’re doing a good job too!

Can call us on

0800 131 0322 Offline. Back 9:00 am - 6:00 pm
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What are you looking for?

Periscope makes your money work harder. We do this by providing you with access to simple and effective financial solutions designed to save you money by reducing fees, increase returns and provide peace of mind about your financial future.

Martin Cusworth

New Business Manager


Our protection team will advise you regarding what insurance products are right for you and review any existing life or income protection policies you may have.

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ISA review

We can review your current ISAs and suggest solutions that help you to maximise your returns, reduce fees and save you more money.

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Pension review

We will review your current pension and suggest ways to maximise the value of your investments whilst reducing fees.

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The Periscope Process

A Pension that Fits Your Lifestyle & Retirement Goals

We know you'll want a pension that sets up your ideal retirement, so we're committed to understanding your retirement goals to ensure your money is working as hard as you are to secure your future.

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Don't Just Accept an Annual Letter to Manage Your Money

Rather than making you a generic number in an industry machine, relationships are key to what we do. We're elevating the Pension Industry, putting a personal touch back into Financial Advice to meet your exact circumstances

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Why undertake your pension review with Periscope Wealth?

  • We are authorised and regulated by the FCA which provides you with protection.

  • We'll check the health of your current pension when we review it and only advise to switch if it benefits you.

  • We will provide you with regular communication, not just a statement and a letter once a year.

  • We are committed to the highest standards of client care.

  • All our pension reviews are fully transparent, free and have no obligation to proceed.

  • We provide tailored advice based on your personal circumstances.

Partners we work with

We work with regulated and highly experienced partners to help us offer a range of beneficial financial products, and an even higher level of service, to our customers.

Who are Periscope Wealth?

We are Periscope Wealth, a FCA regulated financial services and wealth management provider offering advice and investment guidance across pensions and ISAs.

From a free no obligation review of your financial situation, to suggestions of financial products to make your money work harder, at Periscope Wealth we want to ensure working with us is as simple, stress-free and rewarding as possible.

We will never lose focus, we are Periscope Wealth.

Check out our latest news, views and opinion pieces below

13 June 2018

Funeral Plans: Not all what they seem?

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2 March 2018

ISAs – Some Key Facts

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Money 27 November 2017

The Autumn Budget 2017

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Start your free no obligation review today!

Simply complete out enquiry form and a member of our expert team will be in touch.