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Perspective Academy Perspective Academy helps you build a successful career in financial planning through expert training.

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Vision and Values Over time, we’ve built up a set of values that are ingrained into our culture and underpin the way we approach our work.

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Meet the Board

Home About us Meet the Board

Board

Ian Wilkinson

Chief Executive Officer

David Hesketh

Chief Financial Officer

Julie Hepworth

Chief Regulatory Officer

Sam Ward

Head of Mergers & Acquisitions

Advisory Board

Michael Bambrook DipPFS

Director

Woodstock Office

John Davis

John Davies DipFA

Director of Financial Planning (Dinnington)

Dinnington, Sheffield Office

Tom Greasley

Tom Greasley DipPFS Cert SMP

Director of Financial Planning

Corby Office

Julie Hepworth

Chief Regulatory Officer

David Hesketh

Chief Financial Officer

Jim Knights

Jim Knights DipPFS

Director of Financial Planning (Marlborough)

Marlborough Office

Tim Langman

Tim Langman DipPFS, ProfPMI

Director of Financial Planning

Milton Keynes Office

Julian Lowe

Julian Lowe APFS

Director of Financial Planning (Oswestry)

Oswestry Office

Ross Perry

Ross Perry APFS

Director of Financial Planning (Marlborough)

Marlborough Office

Gary Ross

Gary Ross DipPFS

Director of Financial Planning

Chesham Office

Mark Taylor, APFS

Director of Financial Planning

Bexhill-on-Sea Office

Sam Ward

Head of Mergers & Acquisitions

Ian Wilkinson

Chief Executive Officer

Samuel Wright

Samuel Wright FPFS

Director of Financial Planning

Maidstone Office

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Specific Contact

The specific regulated entity responsible for providing financial planning services to you will depend on your location and will be confirmed directly to you in all direct communications.

If you have any queries regarding the entity responsible for your services, please contact us on enquiries@pfgl.co.uk and we will ensure your enquiry is directed to the appropriate regulated firm.

The Data Protection Officer for all firms, can be contacted at DPO@pfgl.co.uk.

You can verify our authorisation and permissions by using the FCA Firm Checker.

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Registered Office

Perspective Financial Group Ltd

Lancaster House

Ackhurst Business Park

Foxhole Road 

Chorley Lancashire 

PR7 1NY

Perspective Financial Group Limited is the unregulated parent company of a collection of FCA authorised firms all providing the same financial planning services from regional hubs throughout the UK, all benefiting from one centralised compliance framework and support services. There are 5 regulated entities:

North East

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Limited is a subsidiary of Perspective Financial Group Limited.

Email: enquiries.northeast@pfgl.co.uk

North West

Perspective (North West) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 229808.

Perspective (North West) Limited is registered in England and Wales Number 04719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North West) Limited is a subsidiary of Perspective Financial Group Limited.

Email: enquiries.northwest@pfgl.co.uk

Central

Perspective (Central & East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 223377.

Perspective (Central & East) Limited is registered in England and Wales Number 03355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Central & East) Limited is a subsidiary of Perspective Financial Group Limited.

Email: enquiries.pcel@pfgl.co.uk

South East

Perspective (South East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 178690.

Perspective (South East) Limited is registered in England and Wales Number 03120930. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South East) Limited is a subsidiary of Perspective Financial Group Limited.

Email: enquiries.southeast@pfgl.co.uk

South West

Perspective (South West) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 525989.

Perspective (South West) Limited is registered in England and Wales Number 07257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (South West) Limited is a subsidiary of Perspective Financial Group Limited.

Email: enquiries.southwest@pfgl.co.uk

Scotland

Perspective (Scotland) is a trading style of Perspective (North East) Limited.

Perspective (North East) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 150317.

Perspective (North East) Limited is registered in England and Wales Number 04163906. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (North East) Limited is a subsidiary of Perspective Financial Group Limited.

Email: enquiries.scotland@pfgl.co.uk

This website is jointly maintained by and represents the regulated financial planning firms of Perspective Financial Group Limited listed above.

Where a client’s circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd nationally. Many of our financial planners hold advanced qualifications in specialist areas of advice, as well as having decades of experience in solving almost all financial planning related issues.

All calls to and from our landlines and mobiles are recorded to meet regulatory requirements.

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Registered in England and Wales. Company No. 6455775

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Perspective Financial Group Limited are the data controllers of any personal data you provide to us on this form.

For further information on how we use your personal data, please see our  Privacy Notice below.