Overview
Salaries
Products
People
Growth
Offices
Financials

Funding and backers

Latest round
Venture round
May 2026 · 4 mo ago
Backers
1
Charlesbank Capital Partners
The money's age
Fresh money
4 months since the last round · not hiring
Momentum
20/100
fresh money
The story so fareach stage dated by its source: the company's releases, the press, registers, filings
May 22 Raised a round Venture round Dec 20, 2019 Raised a round Venture round Jun 19, 2015 Raised a round Venture round Sep 10, 2014 Raised a round Venture round Jun 3, 2014 Raised a round Venture round Jun 25, 2013 Raised a round Venture round Aug 9, 2012 Raised a round Venture round May 9, 2012 Raised a round Venture round Dec 14, 2010 Raised a round Venture round
Funding rounds
RoundDateAmountInvestorsSource
Venture round May 2026 — — find-and-update.company-information.service.gov.uk
Venture round Dec 2019 — — find-and-update.company-information.service.gov.uk
Venture round Jun 2015 — — find-and-update.company-information.service.gov.uk
Venture round Sep 2014 — — find-and-update.company-information.service.gov.uk
Venture round Jun 2014 — — find-and-update.company-information.service.gov.uk
Venture round Jun 2013 — — find-and-update.company-information.service.gov.uk
Venture round Aug 2012 — — find-and-update.company-information.service.gov.uk
Venture round May 2012 — — find-and-update.company-information.service.gov.uk
Venture round Dec 2010 — — find-and-update.company-information.service.gov.uk
Registers and programsofficial lists and records that name the company
Legal entity Perspective Financial Group Limited its site
Backed byfrom the funds' portfolios and accelerator catalogs
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Overview

Perspective is the parent company of our financial advice firms. Our offices have financial planners providing tailored advice to achieve financial goals.

Offices

Where the company hires and what each office is for
Cities
1
Hiring now
0
Countries
1
London United Kingdom
HQ
What to do if something goes wrong
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
company site

Financials

Latest round
Venture - Series Unknown
Funding rounds
9
Funding rounds
Round Announced Amount
Venture - Series Unknown 2026 — Details
Venture - Series Unknown 2019 — Details
Venture - Series Unknown 2015 — Details
Venture - Series Unknown 2014 — Details
Venture - Series Unknown 2014 — Details
Venture - Series Unknown 2013 — Details
Venture - Series Unknown 2012 — Details
Venture - Series Unknown 2012 — Details
Venture - Series Unknown 2010 — Details