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Forget global, go local
Businesses benefit from forging personal relationships at a local level, says Peter Craddock, group operations director of Perspective Financial Group Financial institutions have long recognised the importance of establishing strong ties with local customers and the mutual benefits of forging such relationships. You only have to look at the loyalty that building societies inspire throughout[.....]
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[.....]
Label gazing
Too many advisers are getting hung up on an idea of independence that no longer exists, says Peter Craddock, group operations director at Perspective Financial Group The notion of independence is, by definition, at the heart of what it means to be an independent financial adviser. Take away the independent label and we are left[.....]
Sting in the retail perspective
Julie Hepworth, Group Regulatory Manager, Perspective Financial Group To say that this is a significant year for IFA firms would be something of an understatement. We all have less than a year to ensure our overall RDR readiness and, therefore, while some might see this as the end finally in sight, others will be concerned[.....]
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[.....]