Perspective Managing Wealth Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Employees
  • 585

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 9

  • Investments
  • 89

Perspective Managing Wealth General Information

Description

Provider of financial advisory services intended to cater to the needs of personal service, investment, retirement planning, wealth preservation, pensions and others. The company offers services including employee benefit arrangements and corporate planning, workplace pension schemes, business protection, tax benefits for employers and employees and pensions consultancy, enabling its clients to achieve their financial objectives efficiently.

Contact Information

Website
www.pfgl.co.uk
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • Lancaster House, Ackhurst Business Park
  • Foxhole Road
  • Chorley Lancashire PR7 1NY
  • England, United Kingdom
+44 01204
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Corporate Office
  • Lancaster House, Ackhurst Business Park
  • Foxhole Road
  • Chorley Lancashire PR7 1NY
  • England, United Kingdom
+44 01204

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Perspective Managing Wealth Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Perspective Managing Wealth Patents

  • 3

    Total Documents Applications and Grants

  • Total Patents Families

  • 1

    Granted

  • Pending

  • Expiring in next 12 mo

Perspective Managing Wealth Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
FR-2978175-B1 Associated building module Inactive 18-Jul-2011
FR-2978175-A1 Prefabricated parallelepiped rectangle module for construction of dwelling house on construction site, has interfaces between assembly devices including symmetry of order four such that adjacent module is fixed along direction or at angle Active 18-Jul-2011
CA-761656-A Computing perspective drafting machine Inactive 27-Jun-1967

Perspective Managing Wealth Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Perspective Managing Wealth Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Perspective Managing Wealth Investments & Acquisitions (89)

Perspective Managing Wealth’s most recent deal was a Buyout/LBO with Barrie Hough Financial Services. The deal was made on 08-Apr-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Barrie Hough Financial Services 08-Apr-2025 Buyout/LBO Other Financial Services
Chapter Wealth Management 08-Apr-2025 Buyout/LBO Consulting Services (B2B)
Inspirational Financial Planning 08-Apr-2025 Buyout/LBO Other Financial Services
Paul Horton Financial Solutions 08-Apr-2025 Buyout/LBO Other Financial Services
Clarendon Financial Planning 03-Apr-2025 Buyout/LBO Other Financial Services
You’re viewing 5 of 89 investments and acquisitions. Get the full list »

Perspective Managing Wealth Affiliates

Subsidiaries (7)

Name Industry Location Year Founded
Primera Wealth Management Chelmsford, United Kingdom 2017
Inspirational Financial Planning Carlsbad, CA 2015
Prolific Financial Services Warrington, United Kingdom 2001
Leedham Independent Financial Advisers Chorley, United Kingdom 1990
Chambers & Company Chelmsford, United Kingdom 1990
You’re viewing 5 of 7 affiliates. Get the full list.  »

Perspective Managing Wealth FAQs

  • When was Perspective Managing Wealth founded?

    Perspective Managing Wealth was founded in 2008.

  • Where is Perspective Managing Wealth headquartered?

    Perspective Managing Wealth is headquartered in Chorley Lancashire, United Kingdom.

  • What is the size of Perspective Managing Wealth?

    Perspective Managing Wealth has 585 total employees.

  • What industry is Perspective Managing Wealth in?

    Perspective Managing Wealth’s primary industry is Other Financial Services.

  • Is Perspective Managing Wealth a private or public company?

    Perspective Managing Wealth is a Private company.

  • What is Perspective Managing Wealth’s current revenue?

    The current revenue for Perspective Managing Wealth is .

  • How much funding has Perspective Managing Wealth raised over time?

    Perspective Managing Wealth has raised $29.6M.

  • Who are Perspective Managing Wealth’s investors?

    Charlesbank Capital Partners has invested in Perspective Managing Wealth.

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