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Perspective Financial Group

Is this your company?

Nice place to work - Trainee Paraplanner Perspective Financial Group Employee Review

5.0
10 Jan 2026
Recommend
CEO approval
Business outlook

Pros

Good work life balance and friendly colleagues.

Cons

Pay can be lower than market trends.

Explore other reviews about Perspective Financial Group

1.0
7 Jun 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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