Perspective Financial Group Overview

  • Founded
  • 2008

Founded
  • Status
  • Private

  • Employees
  • 280

Employees
  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 7

  • Investments
  • 42

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
www.pfgl.co.uk
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Primary Office
  • Lancaster House, Ackhurst Business Park
  • Foxhole Road
  • Chorley Lancashire PR7 1NY
  • England, United Kingdom
+44 01204 000000

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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 (13)

Name Title Board Seat Contact Info
Ian Wilkinson Board Member & Co-Chief Executive Officer
David Hesketh Chief Financial Officer & Board Member
Derek Baptist Managing Director (Midlands and Cheshire) & Chief Investment Officer
Tim Langman Managing Director
Julie Hepworth Chief Regulatory Officer & Board Member
You’re viewing 5 of 13 executive team members. Get the full list »

Perspective Financial Group Board Members (7)

Name Representing Role Since
00000 0000000 Perspective Financial Group Chief Financial Officer & Board Member 000 0000
000 000000000 Perspective Financial Group Board Member & Co-Chief Executive Officer 000 0000
0000 00000 Perspective Financial Group Chairman 000 0000
00000 00000000 Perspective Financial Group Chief Regulatory Officer & Board Member 000 0000
0000 0000000 Self Co-Founder, Co-Chief Executive Officer & Executive Chairman 000 0000
You’re viewing 5 of 7 board members. Get the full list »

Perspective Financial Group 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 Financial Group Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Perspective Financial Group Investments (42)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000000000 ( 19-Apr-2022 0000000000 Other Financial Services 000 00000
000 000000 17-Mar-2022 0000000000 Accounting, Audit and Tax Services (B2B) 000 00000
00000000 0000 28-Feb-2022 0000000000 Other Financial Services 000 00000
000 0000 000 25-Feb-2022 0000000000 Asset Management 000 00000
Searchlight Investments 11-Feb-2022 Buyout/LBO Asset Management 000 00000
You’re viewing 5 of 42 investments. Get the full list »

Perspective Financial Group Subsidiaries (5)

Company Name Industry Location Founded
Prolific Financial Services Specialized Finance Warrington, United Kingdom 2001
0000000 0000000000 Consulting Services (B2B) Chorley, United Kingdom 0000
00000000 & 0000000 Consumer Finance Chelmsford, United Kingdom 0000
000000000 00000000 Other Financial Services Cambridge, United Kingdom 0000
000 000000 Accounting/Auditor Oxford, United Kingdom 0000
To view Perspective Financial Group’s complete subsidiaries history, request access »