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      Perspective Financial Group

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      Perspective Financial Group Reviews

      3.9

      77% would recommend to a friend

      (27 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 27 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).

      Ratings by demographic groups

      Reviews by job title

      27 reviews
      3.0
      Apr 8, 2026

      Comfortable but dull

      Paraplanner
      Recommend
      CEO approval
      Business outlook

      Pros

      Comfortable place to work Pretty flexible Nice people

      Cons

      Static - No excitement or urgency about progressing your career Not much going on socially

      3.0
      Mar 5, 2026

      Good environment and people

      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Good working environment and knowledgeable people to provide support when needed. Staff events good and informative. Adviser academy good.

      Cons

      Employee benefits aren’t in line with other companies in same industry - parental leave recently updated but still out of line with competitors, no life cover offered as standard, lower employer pension contributions than competitors

      Viewing 1 - 3 of 27 Reviews
      Related searches: Perspective Financial Group jobs | Perspective Financial Group salaries | Perspective Financial Group benefits | Perspective Financial Group interviews
      ReviewsPerspective Financial Group reviews

      Glassdoor has 29 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.