Perspective (Chelmsford)

Perspective (Chelmsford) is a financial advisory firm that provides financial advice and wealth management services to individuals, companies, and trustees. Based in Ford End near Chelmsford, Essex, they focus on assisting clients with their financial goals.
  • Financial advice
  • Wealth management
  • Retirement planning
  • Tax efficient savings
  • Financial planning services

Size
Small
Phone
01245 847900
Email
Available in Endole App
Locations
Primera Wealth Management Office E, Dutch Barn, CM3 1LN
01245847900
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Perspective (Chelmsford) is operated by Perspective (Central & East) Limited and is a Active company incorporated on 18 April 1997 with the registered office located in Chorley, Lancashire. Perspective (Central & East) Limited was registered 28 years ago.

Status
Active
Size
Unreported
Directors
6
Age
28 years old
Employees
15
Turnover
Unreported
Total Assets
£8.82M
Cash in Bank
£689.67K
Total Liabilities
-£407.32K

Director • Secretary • British • Lives in England • Born in May 1981
Director • British • Lives in UK • Born in Apr 1977
Director • British • Lives in UK • Born in Nov 1970
Director • British • Lives in England • Born in Apr 1983
Director • British • Lives in England • Born in Mar 1974
ILPG Ltd
PSC
Teams
All
4
Finance
2
Consulting
2
Leadership
1
Other
1
Managing Director • Joined Oct 2017
New & Existing Business Administrator
Paraplanner • Joined Aug 2022
Financial Planner • Joined Jun 2018
Paraplanner • Joined Aug 2022
Financial Planner • Joined Jun 2018
Managing Director • Joined Oct 2017
Paraplanner • Joined Aug 2022
Financial Planner • Joined Jun 2018
New & Existing Business Administrator