PERSPECTIVE FINANCIAL GROUP LIMITED

Active Chorley

Financial intermediation not elsewhere classified

392 employees website.com
Financial services Financial intermediation not elsewhere classified
P

PERSPECTIVE FINANCIAL GROUP LIMITED

Financial intermediation not elsewhere classified

Founded 18 Dec 2007 Active Chorley, England 392 employees website.com
Financial services Financial intermediation not elsewhere classified
Accounts Submitted 4 Oct 2025 Next due 30 Sept 2026 4 months remaining
Confirmation Submitted 17 Nov 2025 Next due 28 Nov 2026 6 months remaining
Net assets £21M £2M 2023 year on year
Total assets £127M £70M 2023 year on year
Total Liabilities £105M £68M 2023 year on year
Charges 29
3 outstanding 26 satisfied

Contact & Details

Contact

Registered Address

Lancaster House, Ackhurst Business Park Foxhole Road Chorley PR7 1NY England

Telephone

0800 000 0000

Email

info@example.com

Website

www.example.com

Full company profile for PERSPECTIVE FINANCIAL GROUP LIMITED (06455775), an active financial services company based in Chorley, England. Incorporated 18 Dec 2007. Financial intermediation not elsewhere classified. View financials, directors, shareholders, and filings.

Business Summary

This company specializes in providing innovative solutions and services across multiple sectors.

Products & Services

consulting software analytics integration

Reports

Credit Report

In-depth credit score, financial analysis, risk assessment and company intelligence.

Financials

Financials

Period 1 Jan → 31 Dec 2023
Type Total Exemption Full
Next accounts 31 December 2024
Due by 30 September 2025 9 months

Balance Sheet & P&L (2014–2023)

Cash in Bank

£6.46M

Increased by £3.40M (+111%)

Net Assets

£21.50M

Increased by £2.15M (+11%)

Total Liabilities

£105.25M

Increased by £68.11M (+183%)

Turnover

£37.59M

Increased by £11.20M (+42%)

Employees

392

Increased by 119 (+44%)

Debt Ratio

83%

Increased by 17 (+26%)

Financial History

Revenue, profit, EBITDA and key financial figures

2023
Dec Year End
2022
Dec Year End
P&L
Revenue
£142.3M
£128.7M
Gross Profit
£48.2M
£43.1M
Operating Profit
£22.4M
£19.8M
Net Profit
£18.1M
£15.9M
EBITDA
£31.5M
£28.2M
Assets
Cash
£24.7M
£21.3M
Total Assets
£89.4M
£82.1M
Liabilities
Total Liabilities
£45.2M
£41.8M
Key Metrics
Employees
1,247
1,156
Latest Revenue
£142.3M
Latest EBITDA
£31.5M
Cash Position
£24.7M

Funding

Fundraising & Grants

Funding Rounds 3

Investors (3)

Investor NameInvestor SinceParticipating Rounds
Investor 3Apr 2008Private Equity
Investor 2Dec 2019Private Equity
Investor 1Feb 2024Acquisition

Share Capital

Share Capital

Share allotments and capital structure

8 Allotments 28,591,098 Shares £3k Total
Date FromShare ClassShares AllottedAmount RaisedPrice/Share
20 Dec 201928,314,180£3k£0
19 Dec 20192,042£20.42£0.01
19 Dec 2019250,000£25£0
9 Aug 2012128£1.28£0.01
9 May 201235£0.35£0.01

Officers

Officers

2 active 1 resigned
Status
Ward, Sam PhilipDirectorBritishUnited Kingdom4031 Aug 2024Active
Wilkinson, Ian MitchealDirectorBritishUnited Kingdom5519 Dec 2013Active

Shareholders

Shareholders (1)

Charlesbank Capital Partners, Llc
100.0%

Persons with Significant Control

Persons with Significant Control (0)

0 Active 3 Ceased

Cbpe Capital Llp

Ceased 8 May 2024

Ceased

Paul Henry Hogarth

Ceased 20 Dec 2019

Ceased

Cbpe Capital Ix Gp Llp

Ceased 8 May 2024

Ceased

Group Structure

Group Structure

PERSPECTIVE FINANCIAL GROUP LIMITED Current Company
PFM GROUP LIMITED united kingdom

Charges

Charges

3 outstanding 26 satisfied

Properties

Properties

0 total

No related properties

Documents

Company Filings

DateCategoryDescriptionDocument
17 Nov 2025Confirmation StatementConfirmation statement made on 14 Nov 2025 with no updates
4 Oct 2025AccountsAnnual accounts made up to 31 Dec 2024
5 Sept 2025AccountsAnnual accounts made up to 31 Dec 2024
9 Jun 2025MortgageMortgage Create With Deed With Charge Number Charge Creation Date
5 Mar 2025OfficersChange to director Mr Sam Philip Ward on 1 Jan 2025
17 Nov 2025 Confirmation Statement

Confirmation statement made on 14 Nov 2025 with no updates

4 Oct 2025 Accounts

Annual accounts made up to 31 Dec 2024

5 Sept 2025 Accounts

Annual accounts made up to 31 Dec 2024

9 Jun 2025 Mortgage

Mortgage Create With Deed With Charge Number Charge Creation Date

5 Mar 2025 Officers

Change to director Mr Sam Philip Ward on 1 Jan 2025

Recent Activity

Latest Activity

Confirmation statement made on 14 Nov 2025 with no updates

5 months ago on 17 Nov 2025

Annual accounts made up to 31 Dec 2024

7 months ago on 4 Oct 2025

Annual accounts made up to 31 Dec 2024

8 months ago on 5 Sept 2025

Mortgage Create With Deed With Charge Number Charge Creation Date

11 months ago on 9 Jun 2025

Change to director Mr Sam Philip Ward on 1 Jan 2025

1 years ago on 5 Mar 2025