Perspective Financial Group Ltd
Perspective Financial Group Ltd is a national firm of financial planners and wealth managers with a network of 19 local offices across the UK. They have recently welcomed clients from Avon Financial Advisers and have a team of 210 staff.
- Wealth management
- Financial planning
- Client advisory services
Locations
Digital Popularity
Social Media
LinkedIn2,090 Followers
Competitors
DBL Asset Management is an independent financial planning firm based in Wilmslow, dedicated to helping clients make informed choices about their financial futures.
Compass Financial provides tailored personal financial services, specialising in investments, retirement planning, and wealth management.
McGarrie Vahey & Partners is a wealth management firm that offers comprehensive financial planning services for both personal and business investments.
Blackstone Financial Management Ltd is a financial advisory firm that provides bespoke wealth management and financial planning services.
Company Details
Perspective Financial Group Ltd is operated by Perspective (South West) Limited and is a Active company incorporated on 5 May 1995 with the registered office located in Chorley, Lancashire. Perspective (South West) Limited was registered 30 years ago.
Status
Active
Size
Small
Directors
5
Age
30 years old
Employees
15
Turnover
Unreported
Total Assets
£2.97M
Cash in Bank
£286.23K
Total Liabilities
-£111.05K
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