Perspective Principals come together for biannual Principals Day
Held twice a year, the Principals’ Day provides an opportunity for leaders to step away from their day-to-day responsibilities
People
Celebrating our VouchedFor Top Rated Advisors
We’re proud to announce that several of our financial advisors have been recognised as VouchedFor Top Rated Advisors
Perspective Celebrates 16 Advisors in VouchedFor’s 2025 Guide
We're proud that 16 Perspective advisors were named in VouchedFor’s 2025 Top Rated Guide, reflecting our commitment to client-first financial planning.
Two senior industry figures join Perspective
Perspective Financial Group Ltd is delighted to announce that two senior financial services figures have joined the Group.
North East Accountancy Awards 2023
Our Chief Executive Officer at Perspective North East, Ian Wilkinson, was one of the judges this year applying his 30 years of experience in both management in the financial advice sector, and the provision of financial advice to clients, to identify the most deserving winners.
Sam Smith joins Perspective as Group Acqusitions Director
Sam joins from Attivo Group where he held a similar role. During his 14 years with Attivo, Sam also held client management and integration roles, with a focus on client retention following acquisitions.
Mark Taylor awarded STEP Certificate for Financial Services
I have found this is a very useful qualification when working with solicitors and accountants, many of whom also hold STEP qualifications. There is a growing need for all professionals to understand how capacity issues impact the advice process particularly for elderly clients.
Four new joiners at Perspective (North East) Ltd
Julie Hunter, a Financial Planning Consultant joins from Galloway Whitfield (Life & Pensions) Ltd following its acquisition by Perspective Financial Group last month. Julie has over 30 years’ experience in the sector, specialising in corporate clients, and advising on pensions, business protection and employee benefits.
Julie Hepworth, Group Regulatory Director, quoted in Money Marketing’s Review of 2018
2018 in review: Where regulation raised the bar and missed the mark
Paraplanners Exam Success
Congratulations to two of our paraplanners who passed their latest set of exams with flying colours. Jessica Wright passed her AF4 (Investment Planning) and Mike Gahagan passed his AF1 (Tax & Trusts) and J02 (Trusts).
