Perrett & Co. Financial Services Ltd, 3-5 Bedford Square, Loughborough, Leicestershire, LE11 2T is authorised & regulated by the FCA, Reference No. 165237. Registered in England. Company No. 03334695, https://register.fca.org.uk/
Our clients come from all walks of life and no two sets of financial circumstances are the same.
We specialise in financial planning, pensions and retirement planning, a full range of investments and savings advice, employee benefits, tax planning, estate planning, personal and corporate protection.
We understand that it is often difficult to navigate through the uncertainties with regards to all the financial topics in your life. Each life stage brings different financial challenges where you are often required to make complicated decisions, and each decision impacts the other life choices that you need to make.
Saving towards your future financial goals while still trying to enjoy the lifestyle you would like today is a lot to try and figure out on your own. You may have been misled by the financial services industry in the past and have accumulated investment products, with no idea if these are on track to achieve what is important to you. You may be paying more than you need to be. You may have no plan.
We help our clients to navigate through the financial decision-making process. We offer trained, educated and objective support, to help you create the right plan and achieve your goals.
We identify the uncertainties, map out your financial objectives and plan these out into actionable steps for you, so that you can make informed choices with confidence going forwards.
Perrett & Co. was established in 1990 by Managing Director Roger Perrett and comprises an experienced team of dedicated financial planners, paraplanners and investment professionals, working together to achieve our clients goals and objectives.
The company is based in Loughborough, Leicestershire, and serves clients across the United Kingdom and internationally.