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Perspective Financial Group Logo
Perspective Financial Group Growth Score
61
CB Rank
319563
Heat Score
30
Perspective Financial Provides clients with comprehensive & specialized guidance to help them reach their financial goals &objectives.
Founded
obfuscation
PrivatePrivate Equity Chorley, Lancashire, United Kingdom501-1000 www.pfgl.co.uk/
Consulting
Financial Services
Legal
Retirement
Wealth Management
Overview

Perspective Financial Group
Growth Score
61
Heat Score
30

Growth Score61
-15 pts
in past quarter
Heat Score 30
-5 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Perspective Financial Group

CB Rank
319563
Perspective Financial Provides clients with comprehensive & specialized guidance to help them reach their financial goals &objectives.
Founded
obfuscation
PrivatePrivate Equity Chorley, Lancashire, United Kingdom501-1000 www.pfgl.co.uk/
Consulting
Financial Services
Legal
Retirement
Wealth Management

Funding Rounds

Private Equity
OBF
in
obfuscation
Private Equity
OBF
in
obfuscation

Key People

Details

Legal Name Perspective Financial Group Ltd
Operating Status Active
Company Type For Profit
Founders  Paul Hogarth
About the Company
Perspective Financial Group Provider of financial advice services that address personal service, investment, retirement planning, wealth preservation, pensions, and other needs.
Phone Number 0161 244 9759
Contact Email info@pfgl.co.uk
Predictions & Insights

Growth Insight

See this Growth Insight
Perspective Financial Group is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction

Products & Services

Personal Financial Planning
Provides tailored financial planning advice to individuals and families to help manage their finances and plan for future goals.
Corporate Financial Planning
Offers financial planning services to business owners focused on improving staff benefits and managing corporate finances.

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Financials

Company Funding

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity

Funding Rounds

Number of Funding Rounds 2
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity
obfuscation
Private Equity Round - Perspective Financial Group Logo
Private Equity Round - Perspective Financial Group
1
obfuscation
Charlesbank Capital PartnersPrivate Equity

Investors

Investments

Number of Acquisitions 12

Investment Breakdown

Number of Acquisitions 12
Market Intelligence
People
View Profiles & Contacts
Headcount 501-1000 Employee Profiles 3 Contacts 117

Employee Profiles

News

News and Press

News•Jan 7, 2026
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News•Jan 6, 2026
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News•Dec 18, 2025
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News•Dec 18, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

9,513
-0.52%
 in past month

IT Spend

$2MThis year, Perspective Financial Group is projected to spend $2M on IT, according to Aberdeen.

Actively Used Products

23Perspective Financial Group uses 23 technology products and services including HTML5, Microsoft Outlook, and  GlobalSign, according to G2 Stack.

Active Website Tech Count

44Perspective Financial Group is actively using 44 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
Whittington Goddard Associates Logo
Whittington Goddard AssociatesSubsidiary
Frequently Asked Questions

Where is Perspective Financial Group's headquarters? Perspective Financial Group is located in Chorley, Lancashire, United Kingdom.Who invested in Perspective Financial Group? Perspective Financial Group has 2 investors including Charlesbank Capital Partners and  Mosaic Private Equity.When was the last funding round for Perspective Financial Group? Perspective Financial Group closed its last funding round on
obfuscation
from a Private Equity round.Who are Perspective Financial Group's competitors? Alternatives and possible competitors to Perspective Financial Group may include Evelyn Partners, Rathbones Group Plc, and  Quilter.
Who We Are
What We Do
Helpful Links
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