Skip to content


Planning for the future

National whole of market financial planning and wealth management firm Perspective Financial Group has set the scene for further success after welcoming a record intake of trainees. Here, Dan Stokoe, head of the Perspective Academy, highlights the company’s commitment to the next generation.


The saying goes that to stand still in business is to fall behind, that those who succeed are the ones who see the future in the present day.

Perspective Financial Group is one of those organisations.

The firm has just welcomed a record intake of more than a dozen staff members to its Perspective Academy, new faces ready to write a fresh chapter in an ever-increasing success story.

Launched in 2014, the training hub provides support for school and university leavers, as well as those seeking a career change, delivering valuable employment and economic opportunities while strengthening Perspective’s industry-leading expertise and support.

Its latest cohort includes a number of graduates from Northumbria, Manchester and Lancaster universities, an ex-professional footballer and those who have switched careers.

They are now embarking on a two-year tutoring programme at training sites in Newcastle and Chorley, in Lancashire, as well as offices across the UK, to gain insight and understanding of the financial services sector.

During their time in the Academy, the trainees will work closely with members of the company’s experienced and highly-qualified team, to equip them with the technical and soft skills required for a long and satisfying career within the industry.

Dan Stokoe, head of Perspective Academy, said: “We created the Academy in 2014 to grow our next generation of financial planners and paraplanners, so they share our client-centric and ethical approach, which is firmly embedded within our business.

“Investing in employees’ development, to assist them in reaching their full potential while creating a robust succession plan, is very important to both our business and our clients.

“Our clients are accustomed to our industry-leading expertise and trusted advice, and there is no better way to provide this in the future than cultivating talent through our Academy, where they will be trained to the highest standards.”