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PERSPECTIVE CONTINUES ITS COMMITMENT TO WRAP WITH THE APPOINTMENT OF A NEW GROUP PROJECT MANAGER
Perspective Financial Group Ltd, the national IFA group, has today announced the appointment of John Daly as its new Group Project Manager to oversee the implementation of client and investment propositions and the development of Perspective’s wrap strategy. John is an experienced financial services practitioner having previously worked in transformational and operational management in a[.....]
Perspective acquires Walter Wright Financial Services Limited
Perspective Financial Group Ltd, the National IFA Group, has today announced the acquisition of Durham-based IFA practice, Walter Wright Financial Services Ltd. Walter Wright was established in March 2002 and was run by Managing Director, Rob Vallily. From acquisition the firm has become part of Perspective’s Newcastle office, Rutherford Wilkinson. Rob Vallily will work with[.....]
Accurate valuation is the key to acquiring
David Hesketh, Group M&A Manager at Perspective Financial Group There are no hard and fast rules when it comes to growing and developing a business and the methods chosen to accomplish this. For every practice that is determined to develop growth organically, there will be others that focus on the acquisition of other firms and/or[.....]
‘Back to Basics’ – enjoy providing advice
David Hesketh, Group M&A Manager at Perspective Financial Group I’m going to put myself out on a limb here but the chances are that you became an adviser to give advice to clients. This might seem like an obvious thing to suggest however it can be forgotten especially if, in the years since you began[.....]
Beware time-wasters when looking to sell
David Hesketh, Group M&A Manager at Perspective Financial Group As a consolidator business active in buying advisory practices, we often get asked who are main competitors are. This is because in a relatively short space of time a number of consolidator operators have sprung up. Competition points to a healthy marketplace but the important point[.....]