MV
Mai Vance
Director Of Underwriting at Perspective Financial
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Work Experience
Director Of Underwriting
Nov 1997 - Present · 27 years and 1 months
provident mutual agency
New Business Coordinator
Aug 1996 - Dec 2000 · 4 years and 4 months
compensation management
Administrative Assistant And New Business Coordinator
Aug 1989 - Oct 1995 · 6 years and 2 months
Company Details
201-500 Employees
Perspective Financial Group Ltd is the parent company of over 30 client-centric financial planning offices. Our local offices all have highly experienced financial planners and our ethos is to provide clients with holistic and tailored advice to achieve their financial goals and objectives. Whether you are looking for advice on retirement planning, investment, inheritance tax planning, personal wealth or corporate planning (to name a few); Perspective's financial planners will be able to provide trusted advice. If you are a financial planner looking to join a national group, or you are an individual or company looking for expert financial advice please visit www.pfgl.co.uk, email us at hello@pfgl.co.uk or call us on 0330 053 9349.
Year Founded
2008
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Lancaster House Ackhurst Business Park, Foxhole Road Chorley, Lancashire PR7 1NY, GB
Keywords
Wealth ManagementRetirement PlanningInvestmentsIFA exit strategiesGroup Personal PensionsShareholder ProtectionFinancial PlanningCorporate Financial PlanningFinancial Planning for Company DirectorsPersonal Financial Planning
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