Perspective Managing Wealth Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Private

  • Employees
  • 535

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 9

  • Investments
  • 65

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
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 000000

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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

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 00000000000
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 00000000000 0
CA-761656-A Computing perspective drafting machine Inactive 27-Jun-1967

Perspective Managing Wealth Executive Team (14)

Name Title Board Seat Contact Info
Ian Wilkinson Board Member, Advisory Board Member & Chief Executive Officer
David Hesketh Chief Financial Officer & Board Member and Advisory Board Member
Derek Baptist Chief Investment Officer, Director & Advisory Board Member
Julie Hepworth Chief Regulatory Officer, Advisory Board Member & Board Member
Sam Ward Head of Mergers and Acquisitions & Board Member
You’re viewing 5 of 14 executive team members. Get the full list »

Perspective Managing Wealth Board Members (9)

Name Representing Role Since
00000 0000000 Perspective Managing Wealth Chief Financial Officer & Board Member and Advisory Board Member 000 0000
000 000000000 Perspective Managing Wealth Board Member, Advisory Board Member & Chief Executive Officer 000 0000
0000 00000 Perspective Managing Wealth Chairman 000 0000
00000 00000000 Perspective Managing Wealth Chief Regulatory Officer, Advisory Board Member & Board Member 000 0000
0000 0000000 Self Co-Founder and Chief Executive 000 0000
You’re viewing 5 of 9 board members. Get the full list »

Perspective Managing Wealth Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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 (65)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Park Lane Independent Financial Advisers 20-Dec-2023 0000000000 Other Financial Services 000 00000
Primera Wealth Management 23-Nov-2023 0000000000 Asset Management 000 00000
Accord Financial Management 23-Oct-2023 0000000000 Other Financial Services 000 00000
RPG Financial 23-Oct-2023 0000000000 Consulting Services (B2B) 000 00000
Strategic Financial Portfolios 01-Oct-2023 Buyout/LBO Asset Management 000 00000
You’re viewing 5 of 65 investments. Get the full list »

Perspective Managing Wealth Subsidiaries (6)

Company Name Industry Location Founded
Primera Wealth Management Asset Management Chelmsford, United Kingdom 2017
Prolific Financial Services Other Financial Services Warrington, United Kingdom 0000
Leedham Independent Financial Advisers Consulting Services (B2B) Chorley, United Kingdom 0000
Chambers & Company Other Financial Services Chelmsford, United Kingdom 0000
Cambridge Investment Other Financial Services Cambridge, United Kingdom 0000
You’re viewing 5 of 6 subsidiaries. Get the full list »

Perspective Managing Wealth FAQs

  • When was Perspective Managing Wealth founded?

    Perspective Managing Wealth was founded in 2008.

  • Who is the founder of Perspective Managing Wealth?

    Susie Richardson and Paul Hogarth are the founders of Perspective Managing Wealth.

  • Who is the CEO of Perspective Managing Wealth?

    Ian Wilkinson is the CEO of Perspective Managing Wealth.

  • 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 535 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 000000.

  • 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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