Perspective Financial Group Overview

  • Founded
  • 2007
Founded
  • Status
  • Private
  • Employees
  • 180
Employees
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 7
  • Investments
  • 28

Perspective Financial Group General Information

Description

Provider of financial advisory services in the areas of personal service, investment, retirement planning, wealth preservation, pensions, 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.

Contact Information

Website
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • Lancaster House, Ackhurst Business Park
  • Foxhole Road
  • Chorley Lancashire PR7 1NY
  • England, United Kingdom
+44 0330 000 0000
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Perspective Financial Group Valuation & Funding

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

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Perspective Financial Group Executive Team (12)

Name Title Board Seat Contact Info
Ian Wilkinson Board Member & Chief Executive Officer
David Hesketh Chief Financial Officer
Derek Baptist Managing Director (Midlands and Cheshire) & Chief Investment Officer
Tim Langman Managing Director & Financial Planner
Julie Hepworth Chief Regulatory Officer
You’re viewing 5 of 12 executive team members. Get the full list »

Perspective Financial Group Board Members (5)

Name Representing Role Since
000 000000000 Perspective Financial Group Board Member & Chief Executive Officer 000 0000
0000 00000 Perspective Financial Group Chairman 000 0000
0000000 00000 Mosaic Private Equity Board Member 000 0000
0000 0000000 Self Co-Founder & Executive Chairman 000 0000
To view Perspective Financial Group’s complete board members history, request access »

Perspective Financial Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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 Financial Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Perspective Financial Group Investments (28)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 0000 04-Sep-2020 0000000000 00.000 Other Financial Services 000 000000000
0000000 000000000 25-Jul-2019 0000000000 Consulting Services (B2B) 000 000000000
00000000 00000000 13-May-2019 0000000000 Other Financial Services 000 000000000
0000000000 0000000 20-Feb-2019 0000000000 Other Financial Services 000 000000000
Galloway Whitfield (Life & Pensions) 28-Jan-2019 Buyout/LBO Other Capital Markets/Institutions 000 000000000
You’re viewing 5 of 28 investments. Get the full list »

Perspective Financial Group Subsidiaries (3)

Company Name Industry Location Founded
Leedham Independent Financial Advisers Consulting Services (B2B) Chorley, United Kingdom 1990
00000000 & 0000000 Consumer Finance Chelmsford, United Kingdom 0000
000000000 00000000 Other Financial Services Cambridge, United Kingdom 0000
To view Perspective Financial Group’s complete subsidiaries history, request access »