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Perspective Financial Group Limited

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

Industries

Finance

Headquarters

Wilmslow, United Kingdom

Employees

201-500

Links

Org chart

Ian Wilkinson
CEO

Ian Wilkinson

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David Hesketh
Chief Financial Officer
Julie Hepworth
Chief Regulatory Officer
Lindsey Wood
Group Head, People
Charles Penn
Group Head, Marketing & Business Development
Sam Smith
Group Acquisitions Director
Ross Perry
Director & Chartered Financial Planner
Ceri H Robbins
Director & Chartered Financial Planner
Joe Reed
Technical Director & Chartered Financial Planner
Mike Gordon
Technical Director, Chartered Financial Planner
Adrian Tomaino
Regional Operations Director
Eamon Southwell
Office Principal
Andy Gait
Branch Principal
Hollie Coomer
Director
Ross McFadzean
Director
Paul Everett
Group Operations Manager
Peter Fitchett
Group Remuneration Manager
Gary Warren
Training & Competence Manager
Teresa Lea
Acquisitions Compliance Manager
Jessica Baldwin
Mortgage & Insurance Adviser
Alicia Measures
Mortgage & Insurance Adviser
John Wyllie
Financial Planner
Jenny Jones
Financial Planner
Henry Campbell-Schofield
Financial Planner
Glen Robinson
Chartered Financial Planner
Mahfooz Shamsuddin
Group Technology Officer
Kim Alexandra
Financial Planner
Alex Campbell Dippfs
Financial Planner
Tim Hutton Dippfs
Financial Planner
Lewis Mcgonigal Dippfs
Financial Planner
Stuart Budgen
Regional Operations Director

Teams

+91

Financial Planning Team

94 members

+11

Advisor Team

14 members

+4

Group Management

7 members

+3

Operations Team

6 members

+1

Compliance

4 members

Finance Team

3 members

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