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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.
Status
Active
Active since incorporation
Company No
06455775
Private limited company
Age
17 years
Incorporated 18 December 2007
Size
Large
Balance sheet is over £27M
Over 250 employees
Confirmation
Submitted
Dated 7 December 2024 (10 months ago)
Next confirmation dated 7 December 2025
Due by 21 December 2025 (1 month remaining)
Last change occurred 4 years ago
Accounts
Submitted
For period 1 Jan31 Dec 2024 (1 year)
Accounts type is Group
Next accounts for period 31 December 2025
Due by 30 September 2026 (11 months remaining)
Address
Lancaster House, Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
England
Same address for the past 5 years
Telephone
08456881454
Email
Available in Endole App
Website
People
Officers
5
Shareholders
1
Controllers (PSC)
1
Secretary • Director • Accountant • British • Lives in England • Born in May 1981
Director • Financial Adviser Director • British • Lives in England • Born in Nov 1970
Director • Compliance Director • British • Lives in England • Born in Mar 1974
Director • British • Lives in England • Born in May 1986
PSC
Shareholders, PSCs & Group Structure
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Mutual Companies
PFM Group Limited
Julie Suzanne Hepworth, David John Philip Hesketh, and 2 more are mutual people.
Active
Perspective (East Anglia) Limited
Julie Suzanne Hepworth and David John Philip Hesketh are mutual people.
Active
Charles Reynolds & Associates (Independent Financial Advisers) Limited
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 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 David John Philip Hesketh are mutual people.
Active
Fortitude Financial Planning Limited
Julie Suzanne Hepworth and Ian Mitcheal Wilkinson are mutual people.
Active
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 (2015–2024)
Period Ended
31 Dec 2024
For period 31 Dec31 Dec 2024
Traded for 12 months
Cash in Bank
£20.63M
Increased by £14.16M (+219%)
Turnover
£51.78M
Increased by £14.18M (+38%)
Employees
604
Increased by 212 (+54%)
Total Assets
£217.35M
Increased by £90.61M (+71%)
Total Liabilities
-£179.02M
Increased by £73.78M (+70%)
Net Assets
£38.33M
Increased by £16.83M (+78%)
Debt Ratio (%)
82%
Decreased by 0.67% (-1%)
Latest Activity
Amended Group Accounts Submitted
25 Days Ago on 4 Oct 2025
Group Accounts Submitted
1 Month Ago on 5 Sep 2025
New Charge Registered
4 Months Ago on 4 Jun 2025
Mr Sam Philip Ward Details Changed
10 Months Ago on 1 Jan 2025
Confirmation Submitted
10 Months Ago on 18 Dec 2024
New Charge Registered
1 Year 1 Month Ago on 27 Sep 2024
Charge Satisfied
1 Year 1 Month Ago on 16 Sep 2024
Charge Satisfied
1 Year 1 Month Ago on 16 Sep 2024
Charge Satisfied
1 Year 1 Month Ago on 4 Sep 2024
New Charge Registered
1 Year 2 Months Ago on 30 Aug 2024
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Documents
Amended group of companies' accounts made up to 31 December 2024
Submitted on 4 Oct 2025
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
Repayment History
Understand how businesses repay their debts and see how they're performing year‐on‐year