VouchedFor welcomes Perspective Financial Group’s 165 financial advisers to its public client review service

Perspective Financial Group Limited (Perspective), the UK’s leading client-centric financial planning firm with 50 offices nationwide and over £10 billion assets under advice, has become one of a growing number of firms to roll out public VouchedFor profiles for all its financial advisers.   Perspective made 29 acquisitions in 2024 and expects its growth to continue at pace and scale in 2025.

Perspective’s 40,000 clients, many of whom have been clients for well over two decades, will be able to leave specific, independent, and visible feedback on their individual financial adviser’s performance. 

Ian Wilkinson, Chief Executive Officer of Perspective, said “Client feedback remains an important tool for us as we set new standards of excellence in financial planning as well as evidencing how we are delivering on our Consumer Duty requirements. 

“VouchedFor helps showcase the quality of what we do to existing and prospective clients on an independent basis. It also reassures firms who may be considering becoming part of a larger group that we have the capability and mindset to always do the right thing by their own cherished clients.” 

VouchedFor is the UK’s leading review site for financial advisers.  More than a million consumers visit the site each year to find or check an adviser. 

Alex Whitson, Managing Director at VouchedFor, said “People are becoming increasingly discerning. Whether that’s prospective clients deciding who to work with, existing clients deciding whether to refer, or advice firms wondering who to sell to. It’s great to see Perspective’s commitment to transparency and trust, by creating public profiles for each of its advisers, showcasing their checks and, crucially, all their client feedback.”