Company intelligence
Perspective Financial Group Ltd
One of the UK's leading national financial planning and wealth management groups with 60+ offices and 800+ staff.
About Perspective Financial Group Ltd
Perspective Financial Group Ltd is the parent company of over 60 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking to join a national group, or you are an individual or company looking for expert financial advice please visit www.pfgl.co.uk, email us at hello@pfgl.co.uk or call us on 0330 053 9349.
Verified activity
Signals from Perspective Financial Group Ltd
5 published signals
Operations & Supply
Perspective Financial Group Ltd welcomed Novus Wealth Management Ltd to its Wynyard office, regulated by Perspective (North East) Limited.
Reported by Perspective Financial Group Ltd
People
Perspective Financial Group Ltd congratulated Oliver Davies on attaining his Advanced Diploma in Financial Planning.
Reported by Perspective Financial Group Ltd
People
Perspective Financial Group Ltd congratulated Lauren O’Flattery and Ben Kearney on achieving their CII Diploma in Regulated Financial Planning.
Reported by Perspective Financial Group Ltd
Legal & Regulatory
Perspective Financial Group Ltd congratulated Bailey Hood on achieving Chartered status.
Reported by Perspective Financial Group Ltd
People
Perspective Financial Group Ltd appointed Iain McKenzie as Chief Operating Officer, Jeff Scott as IDP-C, Jens Bech as Non-Executive Director, Philip Northey as Regional Director, and David Berry as Regional Director.
Reported by Perspective Financial Group Ltd