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 have recently welcomed clients from Park Lane Independent Financial Advisers Ltd.
- Wealth management
- Financial planning
- Client advisory services
Locations
Digital Popularity
Social Media
LinkedIn2,090 Followers
Competitors
Perspective (North) Ltd is a financial planning and wealth management firm that provides high-quality advice to its clients.
Company Details
Perspective Financial Group Ltd 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
Teams
251
154
143
59
9
7
2
Founder • Joined Sep 2008
Branch Principal • Joined Mar 2023
Chairman Of The Board • Joined Dec 2019
Chief Financial Officer • Joined Jun 2020
Chief Investment Officer • Joined Jul 2019
Chief Operating Officer • Joined Nov 2024
People Business Partner • Joined Nov 2024
Director • Joined Mar 2022
Director • Joined Jul 2008
Director • Joined Jan 2019
Founder • Joined Sep 2008
Branch Principal • Joined Mar 2023
Chairman Of The Board • Joined Dec 2019
Chief Financial Officer • Joined Jun 2020
Chief Investment Officer • Joined Jul 2019
Chief Operating Officer • Joined Nov 2024
People Business Partner • Joined Nov 2024
Director • Joined Mar 2022
Director • Joined Jul 2008
Director • Joined Jan 2019
Branch Principal • Joined Mar 2023
Chief Financial Officer • Joined Jun 2020
Chief Investment Officer • Joined Jul 2019
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
Finance Administrator • Joined Apr 2024
Office Manager • Joined Nov 2024
Paraplanner & Office Manager • Joined Feb 2017
Group Head Of People • Joined Jan 2021
Administrator • Joined Jul 2019
Administrator • Joined Dec 2022
Administrator • Joined Mar 2023
Administrator • Joined Dec 2023
Administrator • Joined Aug 2022
Project Coordinator • Joined Dec 2024
Finance Administrator • Joined Apr 2024
T&C Manager • Joined May 2021
Business Intelligence Developer • Joined May 2023
Group Data Analyst • Joined Jan 2025
Group Data Analyst • Joined May 2024
Senior M&A Data Analyst • Joined Aug 2024
Senior M&A Data Analyst • Joined Oct 2024
T&C • Joined Jul 2023
Compliance Manager • Joined Feb 2023
Compliance Manager
Assistant Compliance Manager • Joined Sep 2024
Assistant Compliance Manager • Joined Jan 2025
Internal Audit Manager • Joined Nov 2022
Core Compliance Officer • Joined Nov 2024
Core Compliance Consultant • Joined Sep 2023
Acquisitions Compliance Consultant • Joined Nov 2022
Business Monitoring Officer (Compliance) • Joined Sep 2024
Client Wealth Manager • Joined Dec 2023
Learning And Development Manager • Joined Sep 2022
View 251 members