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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 & values

      3.7

      Diversity & 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 Financial Services industry (3.7 stars).

      Ratings by demographic groups

      Reviews by job title

      28 reviews
      1.0
      Jun 29, 2025

      Poor salaries no training

      Trainee paraplanner
      Recommend
      CEO approval
      Business Outlook

      Pros

      Good location, handy for parking.

      Cons

      Job was trainee paraplanner, all I did was admin work. Very low salary. No training or regular 121s to help me progress. Feared making errors as the MD was not supportive. Eventually left for a proper trainer paraplanner role elsewhere.

      3.0
      Nov 11, 2024

      Growing rapidly

      Financial adviser
      Recommend
      CEO approval
      Business Outlook

      Pros

      - growing rapidly, ambitious - some excellent staff in central teams - fair rates of pay - CEO has a clear vision

      Cons

      - no focus on diversity - reporting lines are opaque - onerous compliance, too much. - poor managers are not coached - rapid expansion causes bottlenecks in some areas - not enough support of junior staff for training or 121s -career progression low

      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.