Perspective Financial Group Limited

0 followers

‌

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

Collapse

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

Offices

This company has no offices yet

Similar companies

OANDA

3 followers

Barclays

503 followers

UBS

194 followers

London Stock Exchange

131 followers

Finastra

35 followers

Tide

19 followers

Forge Global

16 followers

Capco

10 followers

Hargreaves Lansdown

7 followers

Phoenix Group

6 followers

FNZ Group

5 followers

Explore companies