Request a call from your local adviserPerspective News
Browsing the Manchester Evening News 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[.....]
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[.....]
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[.....]
Perspective Financial Group Announces Further Finance Raising
Perspective Financial Group Ltd, the national IFA group, has today (23 January 2012) announced it has raised a further finance facility of £3.5 million. The facility was raised from Perspective’s long-term banking partners, Lloyds Bank Wholesale Banking and Markets in Manchester, and will be used to fund further acquisitions and help drive its growth strategy.[.....]
The deal-maker who is putting financial advice into Perspective
From a standing start in 2008, Perspective Financial Group now has responsibility for investments and savings totalling £2.1bn. Managing Director Damian Keeling tells Kevin Feddy that he has even bigger plans. Three years of frantic deal making have put Damian Keeling at the head of a fast growing financial advisory firm employing 220 staff at[.....]