PERSPECTIVE (OXON) LIMITED
Company number 04770494 · Monitor this company
Executive summary
PERSPECTIVE (OXON) LIMITED operates as a subsidiary within the Perspective Financial Group consolidator network, having transitioned from its original identity as McGrath Rathbone Limited in 2018. Its position within a larger group structure provides scale advantages in compliance, technology, and operational efficiency that are increasingly essential in the regulatory-intensive UK IFA sector, though subsidiary-level financial performance is opaque due to audit exemption filing. The business faces the sector-wide challenges of key person dependency, margin compression, and the ongoing need for technology investment, while benefiting from the stability and infrastructure that group affiliation provides in a market where independent operators face mounting pressures.
Overview
- Company type
- Private Limited Company
- Incorporated
- 2003-05-19
- Registered office
- Lancaster House Ackhurst Business Park, Foxhole Road, Chorley, England, PR7 1NY
- Postcode
- PR7 1NY
- Capital
- 120 GBP
- Accounts category
- Audit Exemption Subsidiary
- Charges
- 8 outstanding
Accounts
- Last made up to
- 2025-12-31
- Next due by
- 2027-09-30
- Financial year end
- 31 December
Confirmation statement
- Last statement dated
- 2026-05-19
- Next due by
- 2027-06-02
Nature of business (SIC)
- 64999 Financial intermediation not elsewhere classified
Officers 2 current · 11 resigned
Group structure
Controlled by PFM GROUP LIMITED — since 2016-04-06
From persons-with-significant-control filings on the public register.
Data protection registration
Registered with the ICO as a data protection fee payer — Z5590127 (Tier 2), registered since 2001.
Information Commissioner's Office register of fee payers, licensed under the Open Government Licence.
Previous company names
| Name | Date changed |
|---|---|
| MCGRATH RATHBONE LIMITED | 2018-06-01 |
Previous registered addresses 4
| Address | Changed on |
|---|---|
| PARADIGM HOUSE BROOKE COURT, WILMSLOW, CHESHIRE, SK9 3ND | 2020-03-17 |
| PENROSE HOUSE 67 HIGHTOWN ROAD, BANBURY, OXFORDSHIRE, OX16 9BE, UNITED KINGDOM | 2011-07-20 |
| WHITLEY STIMPSON CH ACCTS, PENROSE HOUSE, 67 HIGHTOWN ROAD, BANBURY, OXFORDSHIRE, OX16 9BE | 2009-11-12 |
| WHITLEY STIMPSON CH ACCTS, PENROSE HOUSE, 67 HIGHTOWN ROAD, BANBURY, OXFORDSHIRE, OX16 9BE | 2009-11-12 |
Among its peers
Among the oldest 25%
of 218 similar companies in PR, trading since 2003
The class of 2003
34%
of the 1,482 companies in this sector incorporated in 2003 are still active today; 64% have since been dissolved.
A fact about the year, not a forecast for this company.
Property in England & Wales 1 title
- Leasehold
- 1
- Most recent registration
- 2023-03-23
- Where
- Oxfordshire
| Title number | County | Tenure | Registered | Price paid |
|---|---|---|---|---|
| ON379846 | Oxfordshire | Leasehold | 2023-03-23 | — |
For addresses and the authoritative register entry, use HM Land Registry's official search (£3 per title).
Information produced by HM Land Registry. © Crown copyright 2026. Dataset as at 2026-08.
This company's registered activities are in financial services. If it carries on regulated business, it should appear on the FCA's Financial Services Register — the official record of authorised firms.