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Julie Hepworth
Directeur/Bestuurslid bij Perspective Financial Group Ltd.
Oorsprong van het eerstegraads netwerk van Julie Hepworth
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Perspective Financial Group Ltd.
![]() Perspective Financial Group Ltd. Investment ManagersFinance Perspective Financial Group Ltd. engages in the provision of financial advisory and fund management firm services. It offers retirement planning, investment, inheritance tax planning, and personal wealth or corporate planning services. The company was founded in April 2008 and is headquartered in Chorley, the United Kingdom.
7
| Holding Company | Investment Managers | 7 |
Perspective (Goldwyns Wealth Management) Ltd.
![]() Perspective (Goldwyns Wealth Management) Ltd. Investment ManagersFinance Perspective (Goldwyns Wealth Management) Ltd. provides financial advisory. It offers corporate and personal financial planning services including retirement and pension planning, investing for capital growth or income, school fees planning, long-term care, employee benefits implementation and management, flexible employee benefits menu systems, group and executive, pension schemes. The company was founded in 1969 and is headquartered in Southend-On-Sea, the United Kingdom.
6
| Subsidiary | Investment Managers | 6 |
Prolific Financial Services Ltd.
![]() Prolific Financial Services Ltd. Financial ConglomeratesFinance Part of Perspective Financial Group Ltd., Prolific Financial Services Ltd. is a financial services company based in Warrington, UK. Prolific Financial Services has experienced tremendous growth since its launch due to numerous recommendations from existing clients and professional connections. In recent years, the British company has focused on succession planning to bring on new, young advisers to take the business forward. The company was founded in 2001 by Philip Newton, Simon Allan. Prolific Financial Services was acquired by Perspective Financial Group Ltd. on July 28, 2021.
4
| Subsidiary | Financial Conglomerates | 4 |
Prosperity (GB) Ltd.
![]() Prosperity (GB) Ltd. Investment ManagersFinance Part of Perspective Financial Group Ltd., Prosperity (GB) Ltd. is a British company that provides financial advisory services. The company is based in Chorley, UK. The company was founded in 2004. Prosperity (GB was acquired by Perspective Financial Group Ltd. on September 04, 2023.
4
| Subsidiary | Investment Managers | 4 |
Beanland Financial Services Ltd.
![]() Beanland Financial Services Ltd. Financial ConglomeratesFinance Part of Perspective Financial Group Ltd., Beanland Financial Services Ltd. is a British company that provides financial services. The company is based in Chorley, UK. The company was founded in 2008. Beanland Financial Services was acquired by Perspective Financial Group Ltd. on January 31, 2022.
4
| Subsidiary | Financial Conglomerates | 4 |
St. Lawrence Investment & Pension Solutions Ltd.
![]() St. Lawrence Investment & Pension Solutions Ltd. Investment ManagersFinance Part of Perspective Financial Group Ltd., St. Lawrence Investment & Pension Solutions Ltd. is a British company that provides financial advisory services. The company is based in Chorley, UK. The company was founded in 2002 by David Michael Earl. St. Lawrence Investment & Pension Solutions was acquired by Perspective Financial Group Ltd. on November 23, 2021.
3
| Subsidiary | Investment Managers | 3 |
Perspective (South) Ltd.
![]() Perspective (South) Ltd. Investment ManagersFinance Part of Perspective Financial Group Ltd., Perspective (South) Ltd. is a British company that provides financial advisory and wealth management services. The company is based in Chorley, UK. Perspective (South was founded in 1995.
3
| Subsidiary | Investment Managers | 3 |
PFM Group Ltd.
![]() PFM Group Ltd. Apparel/FootwearConsumer Non-Durables PFM Group Ltd. is a private company that was founded in 2004 and is based in Wilmslow, UK. The British company manufactures and supplies a range of clothing items including inner wear, lingerie, knitwear, nightwear, and beachwear.
2
| Private Company | Apparel/Footwear | 2 |
Perspective (Home Counties) Ltd.
![]() Perspective (Home Counties) Ltd. Specialty InsuranceFinance Perspective (Home Counties) Ltd. provides investment and life insurance services for individuals, families, partnerships, and companies. The firm offers corporate wealth management and business protection, retirement planning, and wealth preservation. The company is headquartered in Chesham, the United Kingdom.
2
| Subsidiary | Specialty Insurance | 2 |
Ramsey Financial (Cambs) Ltd.
![]() Ramsey Financial (Cambs) Ltd. Investment ManagersFinance Part of Perspective Financial Group Ltd., Ramsey Financial (Cambs) Ltd. is a British company that provides investment and other financial planning services. The company is based in Chorley, UK. The company was founded in 2014 by Jane Patricia Palmer and Russell Graham Palmer. Ramsey Financial (Cambs was acquired by Perspective Financial Group Ltd. on April 19, 2022.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Julie Hepworth via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Applewood Wealth Management Ltd.
![]() Applewood Wealth Management Ltd. Investment ManagersFinance Applewood Wealth Management Ltd. provides wealth management consultancy services to businesses and individuals. Its services include personal wealth, corporate planning and partnerships. The company was founded in 1992 and is headquartered in Oswestry, the United Kingdom. | Investment Managers | Director/Board Member Chief Executive Officer | |
Santander Asset Management UK Ltd.
![]() Santander Asset Management UK Ltd. Investment ManagersFinance Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios. | Investment Managers | Chief Executive Officer | |
Quantum Portfolio Management Ltd.
![]() Quantum Portfolio Management Ltd. Insurance Brokers/ServicesFinance Part of Perspective Financial Group Ltd., Quantum Portfolio Management Ltd. is a British company that provides advisory services to recipients of substantial damages settlements resulting from catastrophic personal injury and medical negligence claims. The company is based in Chorley, UK. The company was founded in 2002. Quantum Portfolio Management was acquired by Perspective Financial Group Ltd. on January 31, 2021. | Insurance Brokers/Services | Director/Board Member | |
Skipton Building Society
![]() Skipton Building Society Finance/Rental/LeasingFinance Skipton Building Society engages in the provision of mortgages, retirement planning, personal savings, and insurance services. The company was founded in 1853 and is headquartered in Skipton, the United Kingdom. | Finance/Rental/Leasing | Chairman | |
Galloway Whitfield (Life & Pensions) Ltd.
![]() Galloway Whitfield (Life & Pensions) Ltd. Life/Health InsuranceFinance Galloway Whitfield (Life & Pensions) Ltd. engages in the provision of life insurance and pension funding services. The company was founded on February 11, 1985 and is headquartered in Wilmslow, the United Kingdom. | Life/Health Insurance | Director/Board Member | |
Rutherford Wilkinson Ltd. | Chief Executive Officer | ||
Perspective (HNH) Ltd.
![]() Perspective (HNH) Ltd. Investment ManagersFinance Part of Perspective Financial Group Ltd., Perspective (HNH) Ltd. is a British company that provides financial planning and wealth management services. The company is based in Chorley, UK. Perspective (HNH is the result of an M & A transaction between Perspective Financial Group Ltd. and HNH Financial Services Ltd as of March 14, 2023. The company was founded in 1984. | Investment Managers | Director/Board Member | |
Stafford & Co. Ltd.
![]() Stafford & Co. Ltd. Financial ConglomeratesFinance Part of Perspective Financial Group Ltd., Stafford & Co. Ltd. is a British company that provides financial intermediation services. The company is based in Chorley, UK. The company was founded in 2001. Stafford & Co. was acquired by Perspective Financial Group Ltd. on February 28, 2022. | Financial Conglomerates | Director/Board Member | |
Searchlight Holdings Ltd.
![]() Searchlight Holdings Ltd. Financial ConglomeratesFinance Searchlight Holdings Ltd. is an investment holding British company founded in 2009. The private company is based in Chorley, UK. and has subsidiaries in the United States. | Financial Conglomerates | Director/Board Member | |
Bowman Financial Planning Ltd.
![]() Bowman Financial Planning Ltd. Financial ConglomeratesFinance Part of Perspective Financial Group Ltd., Bowman Financial Planning Ltd. is a British company that provides financial services. The company is based in Chorley, UK. | Financial Conglomerates | Director/Board Member | |
INSEAD | College/University | Graduate Degree | |
Future Lifestyle Ltd.
![]() Future Lifestyle Ltd. Investment ManagersFinance Future Lifestyle Ltd. provides financial advice and mortgage services. The company was founded on January 17, 2003 and is headquartered in Wilmslow, The United Kingdom. | Investment Managers | Director/Board Member | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Principal Insurance Ltd.
![]() Principal Insurance Ltd. Insurance Brokers/ServicesFinance Principal Insurance Ltd. provides automobiles insurance services. It offers motorcycle, scooter, van, trade, classic car and modified car insurance policies using a panel of leading insurers. The company was founded by Dave Bowcock in 2011 and is headquartered in Manchester, the United Kingdom. | Insurance Brokers/Services | Chairman | |
Chase Templeton Ltd.
![]() Chase Templeton Ltd. Life/Health InsuranceFinance Chase Templeton Ltd. provides private medical insurance services to individuals and families. It offers personal insurance services include private health insurance, home insurance and home emergency cover, travel insurance and life insurance. The company was founded by Kevin Amphlett and Julie Amphlett in 2002 and is headquartered in Darwen, the United Kingdom. | Life/Health Insurance | Director/Board Member | |
Carole Nash Insurance Consultants Ltd.
![]() Carole Nash Insurance Consultants Ltd. Insurance Brokers/ServicesFinance Carole Nash Insurance Consultants Ltd. operate as insurance company. It offers six wheel insurance, home insurance, classic car insurance, car insurance, van insurance, campervan insurance, performance car insurance, military vehicle and jeep insurance, short term car insurance and travel insurance. The company was founded by Carole Nash in 1985 and is headquartered in Altrincham, the United Kingdom. | Insurance Brokers/Services | President | |
Crowe UK LLP
![]() Crowe UK LLP Miscellaneous Commercial ServicesCommercial Services Crowe UK LLP provides audit, tax and advisory services. It offers it services to the corporate businesses, not-for-profit organizations, pension funds and private clients. The company was founded in 1982 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Natwest Trustee & Depositary Services Ltd.
![]() Natwest Trustee & Depositary Services Ltd. Investment ManagersFinance Part of NatWest Group Plc, Natwest Trustee & Depositary Services Ltd. is a British company that provides fund management services. The company is based in London, UK. | Investment Managers | Director/Board Member | |
The University of Nottingham | College/University | Undergraduate Degree | |
National Association of Personal Financial Advisors | Director/Board Member |
Statistieken
Internationaal
Verenigd Koninkrijk | 18 |
Verenigde Staten | 3 |
Frankrijk | 2 |
Sectoraal
Finance | 15 |
Consumer Services | 3 |
Commercial Services | 3 |
Operationeel
Director/Board Member | 46 |
Corporate Secretary | 9 |
Chief Executive Officer | 6 |
Corporate Officer/Principal | 4 |
Chairman | 3 |
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