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
Website
primerawealthmanagement.co.uk
Email
Available in Endole App
Locations
Primera Wealth Management Office E, Dutch Barn, CM3 1LN
01245847900
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
5
Age
28 years old
Employees
64
Turnover
Unreported
Total Assets
£33.93M
Cash in Bank
£2M
Total Liabilities
-£1.43M
Thomas William Greasley
Director • British • Lives in England • Born in Apr 1983
Ian Mitcheal Wilkinson
Director • British • Lives in UK • Born in Nov 1970
David John Philip Hesketh
Director • British • Lives in England • Born in May 1981
Julie Suzanne Hepworth
Director • British • Lives in England • Born in Mar 1974
ILPG Ltd
PSC
More information on Perspective (Central & East) Limited
Teams
All
4
Management
3
Other
1
Neil Donnelly
Managing Director • Joined Oct 2017
Michelle Taylor
New & Existing Business Administrator
David Wass
Financial Planner • Joined Jun 2018
Alexander J. Wells
Paraplanner • Joined Aug 2022
Neil Donnelly
Managing Director • Joined Oct 2017
David Wass
Financial Planner • Joined Jun 2018
Alexander J. Wells
Paraplanner • Joined Aug 2022
Michelle Taylor
New & Existing Business Administrator