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

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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

Hollie Coomer

Director

Ross McFadzean

Director

Paul Everett

Group Operations Manager

Mahfooz Shamsuddin

Group Technology Officer

Teams

+90

Financial Planning Team

93 members

+11

Advisor Team

14 members

Group Management

7 members

Operations Team

6 members

Compliance

4 members

Finance Team

3 members

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