Perspective Financial Group Ltd
Financial Services
Foxhole Road, United Kingdom
336 employees
- Employees
- 336
- Contacts
- 3
- Emails
- 3
Perspective Financial Group Ltd Overview
- Headquarters
- Foxhole Road, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- pfgl.co.uk
- Industry
- Financial Services
- Employees
- 336
- Founded
- 2008
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Perspective Financial Group Ltd
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.
Perspective Financial Group Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
Perspective Financial Group Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jamie Taylor | Listen, Understand, Plan, Enjoy |
View
|
|
| Lindsay Abery | Chartered Financial Planner | Greater Reading Area, United Kingdom |
Email
|
| John Kelly | Financial Planner at Perspective | Uckfield, England, United Kingdom |
Email
|
| Samantha Durkan | Paraplanner at Perspective (Gould | United Kingdom |
Email
|
Employees by Management Level
Individual contributor
14 profiles
Manager
9 profiles
Senior / Lead
5 profiles
Director
3 profiles
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 1 |
| Executive | 2 | 2 | 0 |
| General | 1 | 1 | 0 |
| Legal | 1 | 1 | 0 |
| Operations | 1 | 1 | 0 |
Perspective Financial Group Ltd Tech Stack
Data / AI
3 profiles
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