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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[.....]
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[.....]
Why ‘face time’ with clients is still the most valuable
Peter Craddock, group operations director at Perspective Financial Group, explains why focusing on your clients’ emotional needs, face-to-face, can lead to longer-lasting relationships. When it comes to client retention post-RDR the notion of the ‘client service proposition’ will be key. Having a proposition is nothing new but the RDR has made it a priority. However,[.....]
Perspective Acquires Vivienne Shepherd Limited
Perspective Financial Group Ltd, the National IFA Group, has today (30 January 2012) announced the acquisition of Gateshead-based IFA practice, Vivienne Shepherd Limited. The firm now becomes part of Perspective’s Newcastle office, Rutherford Wilkinson, and Vivienne Shepherd will remain as a trading style of the business. One member of staff, Owen McDowell, from Vivienne Shepherd[.....]
On your marks: Your six-point guide to RDR readiness
Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals her six step plan to get your business RDR-ready by the December 2012 deadline. As the clock struck midnight on 31 December 2011, no doubt most of you will have raised a glass, sung a verse of ‘Auld Lang Syne’ and perhaps made a New[.....]