About Us

We are Periscope Wealth, a friendly financial services firm offering holistic financial advice

Working with our trusted partners, we are dedicated to finding the right financial solutions for you whatever your situation.

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

Periscope Wealth is the perfect blend of old and new; real people delivering a first-rate service to clients while embracing technology to keep costs to our clients down. That blend allows us to establish meaningful relationships built on trust, whilst making life simpler for those we serve. Periscope maybe a new name in the industry but we are certainly not new at this and have combined financial services experience of over 60 years.

By only working closely with a select number of providers, Periscope Wealth is able to closely monitor and obtain better rates for our clients. We hand pick only the most suitable products and portfolios, never losing sight of our core objectives: making your finances work harder for you.

Our products are reviewed tirelessly and consistently, ensuring they return the most competitive rates to Periscope Wealth clients. After all, our success comes in the positive outcomes we deliver to you.

We want to build long standing relationships with our clients. We will do this by giving you exclusive access to sophisticated financial products that are both affordable and straight forward to understand. These products will be delivered by honest, friendly and accessible staff that will always provide you with the highest possible levels of customer service.

Periscope Wealth is jargon free and is passionate about de-mystifying financial services.

We are not, and never will be, a faceless call centre. Our clients will always be treated like individuals and you’ll always be able to get through to a real person to answer any questions you may have.

If we can’t help a client, we will tell you. We will never sell a product solely for the sake of gaining a client. If we can’t help you but know someone that could, we will put you on the right path.

We will never lose focus, we are Periscope Wealth.

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.

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.