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      Perspective Financial Group

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      Perspective Financial Group Reviews

      3.9

      77% would recommend to a friend

      (28 total reviews)

      Ian Wilkinson

      87% approve of CEO

      71% positive business outlook

      Ratings by category

      4.6

      Work/Life balance

      3.8

      Senior management

      3.8

      Career opportunities

      3.7

      Culture and values

      3.7

      Diversity and inclusion

      3.3

      Compensation and benefits

      Perspective Financial Group has an employee rating of 3.9 out of 5 stars, based on 28 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Perspective Financial Group employee rating is in line with the average (within 1 standard deviation) for employers within the Finance industry (3.7 stars).

      Reviews by job title

      28 reviews
      5.0
      31 Jul 2025

      Growing company with great people

      Associate project manager
      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.

      Viewing 1 - 3 of 28 Reviews
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      ReviewsPerspective Financial Group reviews

      Glassdoor has 30 Perspective Financial Group reviews submitted anonymously by Perspective Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if Perspective Financial Group is right for you.