Perspective

Wealth management firm

placeLancashire, England, United Kingdom calendar_todayFounded 1984 groups160 employees language pfgl.co.uk

Registered entities

Social engagement

Social engagement: 3.7K social following, 10 posts in the last 12 months — below the industry typical range.

Investor mix

5 investors on record; lead investors include CBPE Capital; 2 have since exited.

Investor typeCountShare
Private equity360%
Other / undisclosed240%

Recent activity

25 Jun 2026
Event
Pensions and Inheritance Tax webinar
23 Jun 2026
Event
Tyler Golf Day
16 Jun 2026
Event
Principals Day
Coming soon