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Perspective Financial Group

Perspective Financial Group
2007 FOUNDED
PRIVATE STATUS
101-200 EMPLOYEES
Buyout/LBO LATEST DEAL TYPE (Upcoming)
7 FINANCING ROUNDS
26 INVESTMENTS
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.

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

+44 0161 000 0000

Perspective Financial Group Valuation and Funding

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

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Perspective Financial Group Investments (26)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
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
00000000 000000000 28-Jan-2019 0000000000 Other Capital Markets/Institutions 000 000000000
Watson Buckle Wealth Management 31-May-2012 Buyout/LBO Consulting Services (B2B)
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Perspective Financial Group Subsidiaries (9)

Company Name Industry Location Founded
Rutherford Wilkinson Consulting Services (B2B) Newcastle upon Tyne, United Kingdom 2001
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
00000000 & 0000000 Consumer Finance Chelmsford, United Kingdom 0000
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Perspective Financial Group Investors

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

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Perspective Financial Group Executive Team (13)

Name Title Board
Seat
Contact
Info
Ian Wilkinson Board Member & Group Managing Director
Derek Baptist Managing Director
Gary Ross Managing Director
Tony DipPFS Managing Director
Tim Langman Managing Director & Financial Planner

2 Former Executives

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Perspective Financial Group Board Members (4)

Name Representing Role Since Contact
Info
000 000000000 Perspective Financial Group Board Member & Group Managing Director 000 0000
0000000 00000 Mosaic Private Equity Board Member 000 0000
0000 0000000 Self Co-Founder & Executive Chairman 000 0000
0000 000000 Perspective Financial Group Board Member 000 0000