Welcome to Periscope Wealth

Money for the moments that matter.

Where are you on your journey towards financial wellness?

Build Outline
Build

We provide a range of services to enable you to reach your goals and enjoy the moments that really matter to you.

Manage Outline
Manage

We combine our experience and holistic understanding with the latest technology to help you make smart choices with your money.

Enjoy Outline
Enjoy

You’ve worked hard to build and grow your wealth, we are here to make sure you have what you need, when you need it.

Share Outline
Share

From Wills and trusts to estate and succession planning, we will help you find the most tax efficient and hassle-free ways to share your wealth.

Protect Outline
Protect

No one can foresee the unforeseeable. That’s why it’s important to make sure that if you do hit a bump in the road, your hard work is protected.

About Us

Money isn’t everything. From first steps to first dates; first kisses to final breaths; money won’t matter in the moments that matter most.

But, though money isn’t everything, not having it when you need it most is.

This is why we started Periscope Wealth.

What it means to be wealthy is unique to every individual.

We believe that wealth is having what you need to enjoy the moments that matter most to you and your loved ones.

No matter where you are on your personal financial journey, we will walk beside you towards achieving your goals, so you can live your best life.

Why Choose Periscope Wealth?

You’re never locked in; you can withdraw your money without penalty if you need to. 

We’re here to help you achieve your goals with your best interests at the heart of everything we do. We offer impartial advice and a range of products and services from the whole of market.

We keep charges and fees at a minimum and make sure you understand where your money goes to ensure an accessible and affordable way to achieve financial wellness. 

We utilise an active management strategy to maximise the impact and performance of your investments.

We balance risk with the long-term return potential of your investments by ensuring you maintain a desired asset allocation over time. 

We provide clear holistic guidance based on a complete comprehension of every piece of the financial picture.

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Founded
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Clients Engaged
£ 0 m
Client Investments
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TrustPilot Rating

Our Team

Tony Ioannides

Managing Director
Dip PFS

Jonathon Paton

General
Manager

Stuart
Porter

Financial Advisor
Dip PFS

Martin Cusworth

Operations
Manager

Ronnie Wainwright

Marketing & Partnerships

Jeannie Brennan

Administration
Manager

What Our Clients
Say About Us

Excellent service from Periscope Wealth. From the initial meeting to transferring my pension over the whole experience was efficient, smooth with absolutely no problems. Stuart answered any questions I had with confidence and explained any questions I had in great detail but in a way that is easily understood. Highly recommend these guys!
Jason Roberts
United Kingdom
5/5

Regulated

Appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct Authority (FCA).

Protected

Up to the first £85,000 of your money can be protected by the Financial Services Compensation Scheme (FSCS).

Advised

Speak to one of our qualified Financial Advisors today for your free initial consultation.


Start Your Free No Obligation Review Today:

Periscope Logo

Periscope Wealth Ltd is an appointed representative of Sterling Wealth Ltd which is authorised and regulated by Financial Conduct Authority FCA Number 653104.  Registered in England, Registered No. 09020864, Registered Address Greystone House, Moss Lane, Altrincham, WA15 8HW

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