Our History

Perspective Financial Group Ltd was founded in 2008 by industry veteran Paul Hogarth, a North West based entrepreneur.  In the first year, he acquired four well established and reputable financial planning businesses which all had over 20 years’ track records of success including firms from Newcastle upon Tyne, Milton Keynes and Braintree.

The firm Paul acquired in Milton Keynes was called ‘Perspective Financial Management’, which now gives the group its name. ‘Perspective’ feels an appropriate name for a firm that uses its expertise to enable people to make full and effective use of their financial resources, so they can plan for and achieve the future they desire. We have helped thousands of clients over many years do exactly that.

Since 2013, three directors have led the business as a stable team: Ian Wilkinson as Chief Executive Officer, David Hesketh as Chief Financial Officer and Julie Hepworth as Chief Regulatory Officer.

The Perspective Academy was set up in 2014 to grow our next generation of employees who will share our client-centric and ethical approach which is firmly embedded within our business and also support our employees’ growth and career aspirations.

We believe that careers in financial services can be hugely rewarding and we are committed to assisting our colleagues with continuing professional development, on-going support and excellent remuneration opportunities.

Investing in our employees’ development to reach their full potential whilst creating a robust succession plan is very important to our business and its success.

In 2019, CBPE Capital LLP, a mid-size London-based private equity firm, became a major investor in Perspective, alongside existing management. This partnership has enabled Perspective to accelerate its growth plans and deliver on the vision of building a sustainable and socially responsible business that is trusted by staff and clients, never detracting from the core value that clients always come first.

We achieved our 50^th acquisition milestone in March, which now means we have 22 offices across the country.

In June, we commenced a formal graduate recruitment programme to help meet our growth ambitions, retaining our strong commitment to ‘developing our own financial planning talent’ via our Perspective Academy.

We launched our new website in August to tell the Perspective story in a compelling and up to date way.

A pivotal year as we made further strategic steps towards our goal of cementing our position as the best client-centric financial planning firm for both our clients and our people. We are three times the size we were just five years ago.

This has proved another pivotable year. Announced in February and completed in May, Charlesbank Capital Partners based in Boston USA, became our new lead private equity investor. We completed 9 acquisitions by the mid point of the year and now have 560 staff, 155 financial planners, 38 offices and £8 billion assets under advice. Sam Ward, joined us our fourth main board director.