Perspective Financial Group are a national team of independent financial advisers & wealth managers who deliver a truly flexible and tailored service.

Finance

Perspective Financial Group Limited

Ian Wilkinson

Julie Hepworth

Harriet Griffin

David Hesketh

Joe Reed

Lindsey Wood

John Davies

Michael Bambrook

Mark Taylor

Colin Pritchard

Trevor Clark

John Kearney

Tim Langman

Julian Lowe

Gary Ross

Samuel Wright

Mansel Hutton

John Garvey

The Financial Planning Team at Perspective Financial Group Limited consists of a diverse roster of financial planners and chartered financial planners. This team is dedicated to providing independent financial advice and wealth management services, tailoring their recommendations to meet the unique needs and goals of each client. They offer comprehensive financial planning solutions, from retirement and estate planning to investment strategies and risk management.

Financial Planning Team

The Advisor Team at Perspective Financial Group Limited consists of highly skilled professionals who provide independent financial advice and wealth management services. They offer personalized and flexible solutions for clients, covering areas such as mortgages, insurance, investments, and retirement planning to help individuals achieve their financial goals.

Advisor Team

The Group Management team at Perspective Financial Group Limited oversees key functions such as human resources, marketing, acquisitions, business monitoring, data analysis, and remuneration. They ensure cohesive operations across the organization by aligning strategic goals, fostering growth, and maintaining regulatory compliance to deliver tailored financial advisory services.

Group Management

The Operations Team at Perspective Financial Group Limited ensures the seamless and efficient execution of daily activities, integrates regional and group-wide processes, and supports the network of independent financial advisers. They oversee operational excellence, manage resources, and uphold high standards to provide a tailored and flexible service to clients.

Operations Team

The Compliance team at Perspective Financial Group Limited ensures adherence to regulatory standards and internal policies, mitigating risks and safeguarding the company's integrity. They oversee compliance in acquisitions, provide comprehensive compliance training, and manage overall compliance strategies to maintain the highest level of ethical and legal practices.

Compliance

The Finance Team at Perspective Financial Group Limited is responsible for managing the financial operations, including budgeting, financial planning, and financial reporting. With roles like Senior Management Accountant, Group Finance Manager, and Chief Financial Officer, the team ensures the company's fiscal health and compliance with financial regulations while offering strategic insights to support tailored financial advisory services.

Perspective Financial Group Limited

Org chart

Board & advisors

Teams

Financial Planning Team

Advisor Team

Group Management

Operations Team

Compliance

Finance Team

Offices

Perspective Financial Group Limited

Org chart

Board & advisors

Teams

Financial Planning Team

Advisor Team

Group Management

Operations Team

Compliance

Finance Team

Offices

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