Request a call from your local adviserPerspective News
Browsing the Best Advice Category
TWO FIRMS ACQUIRED BY PERSPECTIVE
Perspective Financial Group Ltd, the national financial advisory group, has made a further two advisory practice acquisitions bringing the number of new firms added to the Group up to four in 2012. The first acquisition is Newcastle Under Lyme-based Ad Valorem Wealth Management LLP. As part of the purchase the business will now be named[.....]
Counting down to RDR
It’s not just the Olympic clock that is ticking, writes David Hesketh, group M&A manager, Perspective Financial Group Ltd. You can’t seem to move at the moment without encountering countdown clocks ticking off the days until the Olympics and the ‘100 to go’ milestone was passed recently. Away from sporting festivals, advisers of course have[.....]
Perspective Announces Acquisition of Financial Connection
Perspective Financial Group Ltd, the national financial advisory group, has announced its second acquisition of 2012 with the purchase of advisory practice, Financial Connection. As part of the purchase the Oxted, Surrey-based firm will change its name to Financial Connection Wealth Management Ltd. Financial Connection Wealth Management Ltd will continue to be managed by Jackie[.....]
The moveable feast of post-RDR predictions
David Hesketh, group M&A manager at Perspective Financial Group Ltd Speculating on how the new RDR environment will look for the financial advice profession has become something of an industry fixation over the last couple of years. We have seen all kinds of organisations and firms detail their anticipation of what might be coming over[.....]
Are you over-valuing your business?
Advisers shouldn’t get too carried away and over-value their firm, warns David Hesketh, group M&A manager at Perspective Financial Group Ltd. Value is often a very personal thing – how one individual values something can be very different to how someone else values that same item. I, for example, have no idea why my wife[.....]