What is Perspective Financial Group Ltd's NAICS code?

Perspective Financial Group Ltd's NAICS code is 52 (Finance and Insurance).

Insights

Strategic partnerships Perspective has a track record of forming strategic joint ventures such as TaxAssist Plus Financial Planning, presenting an opportunity to cross-sell wealth management and planning services to partner client bases.

National footprint With over 60 local offices and recent acquisitions including Phoenix Wealth Solutions, Perspective is expanding its geographic reach, creating upsell potential to clients seeking broader planning and corporate services across regions.

Leadership changes Recent appointments of a Chief Operating Officer and a Non-Executive Director signal growth and governance enhancements, which can be leveraged to position premium advisory offerings and enterprise-grade financial solutions.

Sustainability alignment Achieving Carbon Neutral status for the fourth year reinforces a responsible brand image, offering a pathway to offer sustainable investing, ESG reporting, and green financial planning services to clients.

Technology enablement Use of modern tech stack (iCIMS, Duda, Wix eCommerce, Box, Zoom, Cloud hosting) indicates a digital-forward operation, enabling scalable client onboarding, virtual planning, and streamlined back-office services for growth and cross-selling.

Perspective Financial Group Ltd Tech Stack

Perspective Financial Group Ltd uses 8 technology products and services including iCIMS, Duda, Osano, and more. Explore Perspective Financial Group Ltd's tech stack below.

iCIMS

Applicant Tracking Systems

Duda

Content Management System

Cookie Compliance

E-commerce

Team Collaboration

Video Players

Web Conferencing

DigitalOcean Web Hosting

Web Hosting

Perspective Financial Group Ltd Email Formats	Example	Percentage
First.Last@pfgl.co.uk	John.Doe@pfgl.co.uk	96%
First.Middle@pfgl.co.uk	John.Michael@pfgl.co.uk	2%
First@pfgl.co.uk	John@pfgl.co.uk	2%

Perspective Financial Group Ltd Email Formats

Example

Percentage

First.Last@pfgl.co.uk

John.Doe@pfgl.co.uk

96%

First.Middle@pfgl.co.uk

John.Michael@pfgl.co.uk

First@pfgl.co.uk

John@pfgl.co.uk

Frequently Asked Questions

What is Perspective Financial Group Ltd's phone number?

You can contact Perspective Financial Group Ltd's main corporate office by phone at

+44-845-688-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Perspective Financial Group Ltd's official website and social media links?

Perspective Financial Group Ltd's official website is pfgl.co.uk and has social profiles on LinkedIn and Crunchbase.

How much revenue does Perspective Financial Group Ltd generate?

As of August 2026, Perspective Financial Group Ltd's annual revenue is estimated to be $25M - $50M.

What is Perspective Financial Group Ltd's SIC code and NAICS code?

Perspective Financial Group Ltd's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does Perspective Financial Group Ltd have currently?

As of August 2026, Perspective Financial Group Ltd has approximately 467 employees across 4 continents, including Europe, Asia and North America. Key team members include Chief Operating Officer: H. G., Chief Financial Officer: D. H. and Chief Regulatory Officer: J. H. Explore Perspective Financial Group Ltd's employee directory with LeadIQ.

What industry does Perspective Financial Group Ltd belong to?

Perspective Financial Group Ltd operates in the Financial Services industry.

What technology does Perspective Financial Group Ltd use?

Perspective Financial Group Ltd's tech stack includes iCIMS, Duda, Osano, Wix eCommerce, Box, Vimeo, Zoom and DigitalOcean Web Hosting.

What is Perspective Financial Group Ltd's email format?

Perspective Financial Group Ltd's email format typically follows the pattern of First.Last@pfgl.co.uk. Find more Perspective Financial Group Ltd email formats with LeadIQ.

When was Perspective Financial Group Ltd founded?

Perspective Financial Group Ltd was founded in 2008.

Perspective Financial Group Ltd

Q: What technology does Perspective Financial Group Ltd use?

Perspective Financial Group Ltd's tech stack includes AddThis, Mimecast, Concrete CMS, Cloudflare, Adobe Creative Suite.

Financial ServicesEngland, United Kingdom201-500 Employees

Perspective Financial Group Ltd is a United Kingdom-based financial services company that serves as the parent of more than 60 client-centric financial planning offices, with an employee count in the 201-500 range and headquartered in Chorley, England pr7 1ny United Kingdom. The group offers holistic and tailored financial planning advice across retirement planning, investment, inheritance tax planning, personal wealth, and corporate planning, delivered through local offices staffed by experienced financial planners. In March 2026, the group expanded its national footprint with new offices in Nottingham, Shrewsbury, central London and Ripponden, and added 12 financial planners to its network. Perspective Financial Group Ltd has achieved carbon neutral status for the fourth year running as of April 22, 2026, reflecting its environmental responsibility commitments. The company maintains a website at pfgl.co.uk and serves both financial planners seeking to join a national group and individuals or companies seeking financial advice.

Insights

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