What Perspective Financial Group say about themselves
“Perspective is the parent company of our financial advice firms. Our offices have financial planners providing tailored advice to achieve financial goals.”
Perspective Financial Group Limited
- Incorporated
- 18 December 2007 (18 years)
- Industry
- Financial intermediation not elsewhere classified (64999)
- Accounts type
- Group
- Region
- North West
- Address
- Lancaster HouseAckhurst Business ParkFoxhole RoadChorleyPR7 1NY
Website & contact details
- Website
Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 28 November 2026
- Last conf. stmt
- 14 November 2025
Charges
- Total
- 36
- Outstanding
- 4
- Part satisfied
- 0
- Satisfied
- 32
Officers 5 active
Officer details are public data from the Companies House register.
Director · Appointed 31 August 2024
British
Born May 1986 (40)
Director · Appointed 19 December 2013
British
Born March 1974 (52)
Hesketh, David John Philip
Secretary · Appointed 19 December 2013
Director · Appointed 19 December 2013
Also at PFM Group Limited · more companies
British
Born May 1981 (45)
Director · Appointed 19 December 2013
British
Born November 1970
Officer history (11 former)
31 August 2024
20 December 2019
20 December 2019
20 December 2019
Resigned Mosaic Private Equity Limited as Corporate Director
20 December 2019
1 June 2014
3 March 2014
19 December 2013
Resigned Carr, Philip Alexander as Secretary
19 December 2013
19 December 2013
19 December 2013
Appointed Hesketh, David John Philip as Secretary
19 December 2013
19 December 2013
19 December 2013
26 July 2012
26 July 2012
Appointed Carr, Philip Alexander as Secretary
2 August 2011
2 August 2010
2 August 2010
23 June 2009
2 April 2008
Appointed Mosaic Private Equity Limited as Corporate Director
2 April 2008
18 December 2007
18 December 2007
18 December 2007
18 December 2007
18 December 2007
Ownership 0 active
People and entities with significant control, from the Companies House PSC register
The company has declared that it has no person with significant control.
Former controllers (3)
8 May 2024
Ceased Cbpe Capital IX GP LLP — Owns 50–75% of shares
8 May 2024
Ceased Cbpe Capital LLP — Holds 50–75% of voting rights
20 December 2019
Group structure 20 shown
Ownership group derived from the Companies House PSC register
Perspective Financial Group Limited This company
Cambridge Investments Limited Owns 75–100% of shares
PFM Group Limited Owns 75–100% of shares
A to Z Financial Planning Limited Owns 75–100% of shares
A.R.D. Consultancy Limited Owns 75–100% of shares
Accord Financial Management Limited Owns 75–100% of shares
Airedale PFS Limited Owns 75–100% of shares
Anglin Associates Limited Owns 75–100% of shares
Avon Financial Advisers Limited Owns 75–100% of shares
Ayp Financial Planning Limited Owns 75–100% of shares
Beanland Financial Services Limited Owns 75–100% of shares
Belper Independent Financial Solutions Limited Owns 75–100% of shares
BLM Partnership Limited Owns 75–100% of shares
Bowman Financial Planning Limited Owns 75–100% of shares
Carlton Smith Asset Protection Limited Owns 75–100% of shares
Chambers & Co (Chelmsford) Limited Owns 75–100% of shares
Chapter Wealth Management Ltd Owns 75–100% of shares
Charles Reynolds & Associates Limited Owns 75–100% of shares
Charles Reynolds & Associates (Independent Financial Advisers) Limited Owns 75–100% of shares
Vista Platform Services Ltd Owns 75–100% of shares
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 9 September 2026 | Insolvency filing | |||
| 9 September 2026 | Share capital filing | |||
| 9 September 2026 | Statement of capital | |||
| 9 September 2026 | Resolutions | |||
| 7 August 2026 | Group of companies' accounts | 31 December 2025 |
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