Perspective Managing Wealth Overview
- Year Founded
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2008
- Status
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Private
- Employees
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850
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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9
- Investments
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117
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.ukCorporate Office
- Lancaster House, Ackhurst Business Park
- Foxhole Road
- Chorley PR7 1NY
- England, United Kingdom
Corporate Office
- Lancaster House, Ackhurst Business Park
- Foxhole Road
- Chorley PR7 1NY
- England, United Kingdom
Perspective Managing Wealth Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Perspective Managing Wealth Comparisons
Industry
Financing
Details
Perspective Managing Wealth Competitors (2)
One of Perspective Managing Wealth’s 2 competitors is Ifa.1, a Corporation company based in Nottingham, United Kingdom.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| Ifa.1 | Corporation | Nottingham, United Kingdom | ||||
| Fairstone Group | Private Equity-Backed | Sunderland, United Kingdom |
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 | ||
| 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 | ||
| CA-761656-A | Computing perspective drafting machine | Inactive | 27-Jun-1967 |
Perspective Managing Wealth Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Perspective Managing Wealth Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Perspective Managing Wealth Investments & Acquisitions (117)
Perspective Managing Wealth’s most recent deal was a Buyout/LBO with Shand Associates. The deal was made on 06-Oct-2026.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Shand Associates | 06-Oct-2026 | Buyout/LBO | Asset Management | ||
| Annandale Insurance Services | 05-Oct-2026 | Buyout/LBO | Insurance Brokers | ||
| Novus Wealth Management | 04-Sep-2026 | Buyout/LBO | Other Financial Services | ||
| Perspective (Asset Management) | 17-Jul-2026 | Buyout/LBO | Asset Management | ||
| TaxAssist Plus Financial Planning | 16-Jul-2026 | Joint Venture | Accounting, Audit and Tax Services (B2B) |
Perspective Managing Wealth Affiliates
Subsidiaries (9)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Inspirational Financial Planning | Carlsbad, CA | 2015 | |
| Carlton Smith Private Wealth | Stowmarket, United Kingdom | 2010 | |
| Lifestyle Financial Services (Rainford) | Rainford, United Kingdom | 2003 | |
| Throgmorton Private Capital | Tewkesbury, United Kingdom | 2002 | |
| Prolific Financial Services | Warrington, United Kingdom | 2001 |
Perspective Managing Wealth FAQs
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When was Perspective Managing Wealth founded?
Perspective Managing Wealth was founded in 2008.
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Where is Perspective Managing Wealth headquartered?
Perspective Managing Wealth is headquartered in Chorley, United Kingdom.
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What is the size of Perspective Managing Wealth?
Perspective Managing Wealth has 850 total employees.
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What industry is Perspective Managing Wealth in?
Perspective Managing Wealth’s primary industry is Other Financial Services.
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Is Perspective Managing Wealth a private or public company?
Perspective Managing Wealth is a Private company.
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What is Perspective Managing Wealth’s current revenue?
The current revenue for Perspective Managing Wealth is .
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How much funding has Perspective Managing Wealth raised over time?
Perspective Managing Wealth has raised $29.6M.
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Who are Perspective Managing Wealth’s investors?
Charlesbank Capital Partners has invested in Perspective Managing Wealth.
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Who are Perspective Managing Wealth’s competitors?
Ifa.1 and Fairstone Group are competitors of Perspective Managing Wealth.
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