Perspective Financial Group Limited is the parent company of a nationwide group of financial advice firms, with more than 70 offices and over 900 staff. For more than 35 years, the group has focused on helping individuals, businesses and trustees make effective use of their financial resources and plan for the future. Its local offices provide experienced financial planners who offer holistic, tailored advice based on clients’ goals and circumstances.

Services include personal financial planning for individuals and families, corporate financial planning for businesses seeking to improve employee benefits, and wealth management. The group also supports owners of independent financial advice firms who are considering their firm’s future. Perspective serves more than 25,000 households and presents its client-first, ethical approach as central to its work.

Perspective Financial Group Limited itself does not provide financial advice; advice is delivered through its group offices, which are authorised and regulated by the Financial Conduct Authority. The group also runs the Perspective Academy, established to develop future employees and support colleagues’ professional growth.