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Perspective Financial Group Limited
Perspective Financial Group Limited is an active company incorporated on 18 December 2007 with the registered office located in Chorley, Lancashire. Perspective Financial Group Limited was registered 17 years ago.
Watch Company
Status
Active
Active since
incorporation
Company No
06455775
Private limited company
Age
17 years
Incorporated
18 December 2007
Size
Medium
Turnover is under
£54M
Balance sheet is under
£27M
Confirmation
Submitted
Dated
7 December 2024
(9 months ago)
Next confirmation dated
7 December 2025
Due by
21 December 2025
(3 months remaining)
Last change occurred
4 years ago
Accounts
Submitted
For period
1 Jan
⟶
31 Dec 2024
(1 year)
Accounts type is
Group
Next accounts for period
31 December 2025
Due by
30 September 2026
(1 year remaining)
Learn more about Perspective Financial Group Limited
Contact
Address
Lancaster House, Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
England
Same address for the past
5 years
Companies in PR7 1NY
Telephone
08456881454
Email
Available in Endole App
Website
Pfgl.co.uk
See All Contacts
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Mr David John Philip Hesketh
Director • Secretary • Accountant • British • Lives in England • Born in May 1981
Ian Mitcheal Wilkinson
Director • Financial Adviser Director • British • Lives in England • Born in Nov 1970
Julie Suzanne Hepworth
Director • Compliance Director • British • Lives in England • Born in Mar 1974
Sam Philip Ward
Director • British • Lives in England • Born in May 1986
PSC
See Key People
Shareholders, PSCs & Group Structure
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Mutual Companies
PFM Group Limited
Julie Suzanne Hepworth, Mr David John Philip Hesketh, and 2 more are mutual people.
Active
Perspective (East Anglia) Limited
Julie Suzanne Hepworth and Mr David John Philip Hesketh are mutual people.
Active
Charles Reynolds & Associates (Independent Financial Advisers) Limited
Mr David John Philip Hesketh and Ian Mitcheal Wilkinson are mutual people.
Active
Perspective (Thornton Springer) Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Perspective (South West) Limited
Julie Suzanne Hepworth and Mr David John Philip Hesketh are mutual people.
Active
Perspective (South) Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
Platinum Portfolios Limited
Julie Suzanne Hepworth and Mr David John Philip Hesketh are mutual people.
Active
Fortitude Financial Planning Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
See All Mutual Companies
Brands
Perspective Financial Group Ltd
Perspective Financial Group is a national financial advisory group that provides a range of financial services through its local offices.
Financials
Net Assets, Total Assets & Total Liabilities (2014–2023)
Period Ended
31 Dec 2023
For period
31 Dec
⟶
31 Dec 2023
Traded for
12 months
Cash in Bank
£6.47M
Increased by £3.4M (+111%)
Turnover
£37.59M
Increased by £11.2M (+42%)
Employees
392
Increased by 119 (+44%)
Total Assets
£126.74M
Increased by £70.26M (+124%)
Total Liabilities
-£105.25M
Increased by £68.11M (+183%)
Net Assets
£21.5M
Increased by £2.15M (+11%)
Debt Ratio (%)
83%
Increased by 17.29% (+26%)
See 10 Year Full Financials
Latest Activity
Group Accounts Submitted
2 Days Ago on 5 Sep 2025
New Charge Registered
3 Months Ago on 4 Jun 2025
Mr Sam Philip Ward Details Changed
8 Months Ago on 1 Jan 2025
Confirmation Submitted
8 Months Ago on 18 Dec 2024
New Charge Registered
11 Months Ago on 27 Sep 2024
Charge Satisfied
11 Months Ago on 16 Sep 2024
Charge Satisfied
11 Months Ago on 16 Sep 2024
Charge Satisfied
1 Year Ago on 4 Sep 2024
Charge Satisfied
1 Year Ago on 4 Sep 2024
New Charge Registered
1 Year Ago on 30 Aug 2024
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Get Credit Report
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See All Credit Score & Limits
Documents
Group of companies' accounts made up to 31 December 2024
Submitted on 5 Sep 2025
Registration of charge 064557750035, created on 4 June 2025
Submitted on 9 Jun 2025
Director's details changed for Mr Sam Philip Ward on 1 January 2025
Submitted on 5 Mar 2025
Confirmation statement made on 7 December 2024 with no updates
Submitted on 18 Dec 2024
Registration of charge 064557750034, created on 27 September 2024
Submitted on 7 Oct 2024
Registration of charge 064557750033, created on 30 August 2024
Submitted on 16 Sep 2024
Satisfaction of charge 064557750032 in full
Submitted on 16 Sep 2024
Satisfaction of charge 064557750031 in full
Submitted on 16 Sep 2024
Satisfaction of charge 064557750028 in full
Submitted on 4 Sep 2024
Satisfaction of charge 1 in full
Submitted on 4 Sep 2024
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Repayment History
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See All Charges & CCJs