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Perspective Financial Group

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Growing company with great people - Associate Project Manager Perspective Financial Group Employee Review

5.0
31 July 2025
Recommend
CEO approval
Business outlook

Pros

Lots of opportunity for progression CEO & Board have a clear vision Great people in central teams Company genuinely has a great proposition, and great systems in place to support staff and clients. Fantastic support with exams - the Perspective Academy is great and the head of the academy is incredibly supportive and knowledgable.

Cons

Not many cons as it is a really good progressive company, just lack of opportunities to meet colleagues or as people spread across the country and only annual event is the Christmas party but is divided into regions. Annual conference is for advisers and paraplanners only not central teams or administrators (Compliance, HR, Accounts, M&A, or others not included) which is a shame compared to other companies where there are more frequent events or open to more people. Just means you only meet your team once a year, and only if they form part of your region.

Explore other reviews about Perspective Financial Group

1.0
7 June 2026
Recommend
CEO approval
Business outlook

Pros

None at all, not having a good experience.

Cons

They bought my old company, and all they care about was taking over the clients and how much they can earn from them. Including wanting to increase the charges. Did not care about the current staff, would not let advisers talk to their own clients and has lots of data that they shouldn’t have, even when they request it to be deleted. A very bullying, toxic environment.

4.0
22 Apr 2026
Recommend
CEO approval
Business outlook

Pros

In charge of your own destiny

Cons

Disjointed and not very smooth

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