Perspective Financial Group Ltd
Perspective Financial Group Ltd is a national firm of financial planners and wealth managers with a network of local offices throughout the UK. They focus on financial planning and wealth management.
- Wealth management
- Financial planning
- Client advisory services
Locations
Competitors
Gilbert Stephens Financial Services Limited is a well-established and trusted Independent Financial Services organisation offering expert financial advice across Mid and East Devon.
Independent Women is an independent advice firm specialising in financial planning, investment management, and personal tax advice for women.
Compass Financial provides tailored personal financial services, specialising in investments, retirement planning, and wealth management.
Company Details
Perspective Financial Group Ltd is operated by Perspective (North East) Limited and is a Active company incorporated on 20 February 2001 with the registered office located in Chorley, Lancashire. Perspective (North East) Limited was registered 24 years ago.
Status
Active
Size
Medium
Directors
6
Age
24 years old
Employees
76
Turnover
Unreported
Total Assets
£20.99M
Cash in Bank
£801K
Total Liabilities
-£641K
Teams
251
141
89
59
41
13
3
Founder • Joined Sep 2008
Branch Principal • Joined Mar 2023
Chairman Of The Board • Joined Dec 2019
Chief Investment Officer • Joined Jul 2019
Chief Operating Officer • Joined Nov 2024
Chief Financial Officer • Joined Jun 2020
People Business Partner • Joined Nov 2024
Director • Joined Jul 2008
Director • Joined Mar 2022
Director • Joined Jan 2019
Chief Investment Officer • Joined Jul 2019
Chief Financial Officer • Joined Jun 2020
Finance Director
Head Of Paraplanning • Joined Nov 2023
Internal Audit Manager • Joined Nov 2022
Employee Benefits Executive Asscoiate • Joined Jun 2016
Head Of M&A • Joined Mar 2024
Group M&A Manager • Joined Oct 2022
Financial Administrator • Joined Mar 2024
Finance Administrator • Joined Apr 2024
Chief Executive
Branch Principal • Joined Mar 2023
Chief Operating Officer • Joined Nov 2024
People Business Partner • Joined Nov 2024
Director • Joined Jul 2008
Director • Joined Mar 2022
Director • Joined Jan 2019
Assistant Manager • Joined Jul 2022
Lead Marketing Assisstant • Joined Aug 2023
Team Manager • Joined May 2022
Office Manager • Joined Nov 2024
Paraplanner & Office Manager • Joined Feb 2017
Group Head Of People • Joined Jan 2021
Administrator • Joined Jul 2019
Administrator • Joined Mar 2023
Administrator • Joined Dec 2022
Administrator • Joined Aug 2022
Administrator • Joined Dec 2023
Project Coordinator • Joined Dec 2024
Financial Administrator • Joined Mar 2024
People Business Partner • Joined Nov 2024
Head Of Paraplanning • Joined Nov 2023
Business Monitoring Manager
Employee Benefits Executive Asscoiate • Joined Jun 2016
Group Business Analyst • Joined May 2024
Core Compliance Consultant • Joined Sep 2023
Acquisitions Compliance Consultant • Joined Nov 2022
Senior Talent Acquisition Consultant • Joined May 2024
Senior M&A Data Analyst • Joined Aug 2024
Senior M&A Data Analyst • Joined Oct 2024
Founder • Joined Sep 2008
Chairman Of The Board • Joined Dec 2019
Chief Investment Officer • Joined Jul 2019
Chief Operating Officer • Joined Nov 2024
Chief Financial Officer • Joined Jun 2020
Director • Joined Jul 2008
Director • Joined Mar 2022
Director • Joined Jan 2019
Finance Director
Managing Director
Marketing Executive • Joined Jan 2025
Associate Project Manager • Joined Nov 2024
Associate Project Manager • Joined Feb 2025
View 251 members