Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Perspective Financial Group

Perspective Financial Group?uq=AFYHfsyn
2007 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
Debt Refin. LATEST DEAL TYPE
6 FINANCING ROUNDS
22 INVESTMENTS
Description

Provider of financial advisory services intended to offer personal financial advice services in the areas of personal service, investment, retirement planning, wealth preservation, pensions and divorce, and mortgages. The company's financial advisory services are based in the areas of employee benefit arrangements and corporate planning, workplace pension schemes (auto-enrollment), business protection, tax treatment of additional benefits for employers and employees, pensions consultancy, and pension liabilities, enabling its customers to achieve their financial objectives.

Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Asset Management
Primary Office
  • Paradigm House
  • Brooke Court, Cheshire
  • Wilmslow SK9 3ND
  • England

+44 0161 000 0000

Perspective Financial Group Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Perspective Financial Group‘s full profile, request access.

Request full access to PitchBook

Perspective Financial Group Investments (22)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000 000000 0000 31-May-2012 0000000000 Consulting Services (B2B)
00 0000000 000000 09-May-2012 0000000000 Asset Management
000 00000000 & 000 09-May-2012 0000000000 Consulting Services (B2B) 00000 00000000
000000000 00000000 03-Apr-2012 0000000000 Consulting Services (B2B) 00000 00000000
Vivienne Shepherd 30-Jan-2012 Buyout/LBO Other Financial Services 000000 0000000
To view this company’s complete investment and acquisition history, request access »

Perspective Financial Group Subsidiaries (10)

Company Name Industry Location Founded
Rutherford Wilkinson Consulting Services (B2B) Newcastle upon Tyne, United Kingdom 2001
0000000000 000000 Life and Health Insurance Chorley, United Kingdom 0000
00000000 000000000 Other Financial Services Eastbourne, United Kingdom 0000
00000000000 000000 Asset Management Milton Keynes, United Kingdom 0000
0000000 0000000000 Consulting Services (B2B) Chorley, United Kingdom 0000
To view this company’s complete subsidiary history, request access »

Perspective Financial Group Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

This information is reserved for PitchBook Platform users. To explore Perspective Financial Group‘s full profile, request access.

Request full access to PitchBook

Perspective Financial Group Executive Team (9)

Name Title Board
Seat
Contact
Info
David Hesketh Group Operations Director & Company Secretary
Phil Carr Finance Director
Julie Hepworth Group Regulatory Director
Susie Richardson Co-Founder
Paul Newton Board Member & Group Finance Director

1 Former Executive

You’re viewing 5 of 9 executives. Get the full list »

Perspective Financial Group Board Members (4)

Name Representing Role Since Contact
Info
000 000000000 Self Board Member & Group Practice Director 000 0000
0000000 00000 Mosaic Private Equity Board Member 000 0000
0000 0000000 Self Founder & Executive Chairman 000 0000
0000 000000 Self Board Member & Group Finance Director 000 0000