Perspective Financial Group Revenue
Financial Services • 
Chorley, England, United Kingdom • 201-500 Employees
Perspective Financial Group revenue & valuation
| Annual revenue | $31,900,000 |
| Revenue per employee | $90,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $101,900,000 |
| Total funding | No funding |
Key Contacts at Perspective Financial Group
Daniel Stokoe
Regional Director, Head Of Training Academy And Recruitment
Steve Grace
Regional Director - Operations & Integration
Sam Smith
Group Acquisitions Director
Martyn Davey
Regional Operations Director
Carlie Williams
Group M&A Associate Director
Tom Greasley
Director
Mark Copsey
Operations & Compliance Director Central & East
Samuel Wright
Director
Jim Knights
Director
Phil Carr
Finance Director
Company overview
| Headquarters | Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley, Lancashire PR7 1NY, GB |
| Phone number | +441612449759 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Investments, Wealth Management, Shareholder Protection, Income Protection, Retirement Planning, Inheritance Tax Planning, Financial Planning, Corporate Financial Planning, Personal Financial Planning, Group Personal Pensions, Ifa Exit Strategies, Salary Sacrifice Schemes, Self Invested Pensions, Financial Planning For Company Directors, Group Death In Service Schemes, Directors' Pension Arrangements |
| Founded | 2008 |
| Employees | 201-500 |
| Socials |
Perspective Financial Group Email Formats
Perspective Financial Group uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@pfgl.co.uk), used 95% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@pfgl.co.uk | 95% |
{first initial}.{last name} | j.doe@pfgl.co.uk | 4.5% |
About Perspective Financial Group
Perspective Financial Group Ltd is the parent company of over 46 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking to join a national group, or you are an individual or company looking for expert financial advice please visit www.pfgl.co.uk, email us at hello@pfgl.co.uk or call us on 0330 053 9349.
Employees by Management Level
Total employees: 201-500
Seniority
Employees
Employees by Department
Perspective Financial Group has 183 employees across 9 departments.
Departments
Number of employees
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