Benefits

Perspective allows you to do what you enjoy most – running a great business and providing a great service to your clients.

Locking Capital Value in uncertain times

Consideration is always paid over a two year earn out period.

Maintain management style

Perspective are interested in your business because you manage it successfully. We want to retain your local management and will sufficiently reward the management team for continued practice growth.

Longevity

After the two year earn out period, Perspective encourages local management to continue to run the business and benefit from profit sharing. If you do then wish to leave the business you can be confident that Perspective will assist with succession planning to ensure your clients retain great service and your staff have consistency.

Back office support

The Perspective support team is able to provide support in various areas of expertise, including accounting, IT systems, administration, compliance and marketing.

Entrepreneurial approach

Perspective is pioneering and supports entrepreneurial endeavours and autonomy within the Group. New ideas and forward thinking initiatives that match the ethos of the group are actively encouraged.

Experience and track record

As you can see, Perspective has undertaken several acquisitions and has a proven track record in delivering a straight-forward and transparent process.

Enquire

For a no obligation discussion about how Perspective could be a viable proposition for your IFA business please provide us with some further details and David Hesketh, our Group M&A Manager, will contact you.

The acquisition process is straightforward and quicker than you might think.

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Testimonials

Find out why some of our existing firms chose Perspective as their partner of choice. Our office Principals are happy to discuss why they work with Perspective.

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The Group

Perspective has offices and expert financial advisers across the UK. Use our interactive map to locate and identify your local advisory office.

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Contact Us

• 0845 688 1454
• info@pfgl.co.uk

Perspective News

• The power of the client bank

  There are ways to make your client bank more attractive to potential purchasers, explains David Hesketh , group M&A manager at Perspective Financial Group Ltd. ‘Client segmentation’ is a common issue raised in advisory circles as is the accompanying notion of working your client bank in the correct manner, and getting the most out of[.....]

• 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[.....]

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Leedhams spent the initial time with us and continue to meet us on an ongoing basis to ensure that our finances are managed in line with our changing needs. Through their expertise they have provided us with a healthy, well managed growing portfolio with regular communication. Importantly, we now have a feeling of trust, reassurance, stability and the knowledge that they know us personally as clients, not just as an account.

B Warden, client of Leedham IFA

The main benefit of working with Rutherford Wilkinson was it made me rationalise my retirement planning and identified more clearly when I would be able to afford to retire. Initially I thought I would have to take my pension early in order to retire but it became clear I could retire early but use my savings to fund this. Now I’ve got all my investments in one vehicle making it easier to monitor and therefore easier to plan for future retirement.

P English, client of Rutherford Wilkinson

I have been a client with Applewood in Oswestry for over 18 years. Karl Hartey and his team have been most helpful and available at all times. The support team are always happy to answer queries and refer me quickly if there is a problem. They are courteous and friendly without being familiar. I am kept well informed of any changes required in these difficult times in the world of finance.

J Kenyon, client of Applewood Wealth Management

Equilibrium Wealth Management Limited has provided advice to ourselves, since 2002, in respect of the Company Pension Scheme together with Death in Service and Income Protection Plan for our 53 members of staff. They have provided a consistently high standard of advice and the annual reviews have provided our employees with good quality market appraisals on which to base their fund investment decisions. I would happily recommend them as providers of sound, timely, professional advice.

Corporate client of Equilibrium Wealth Management

As always, the help given to me has been courteous and professional... never in all the many years of our association (and this is what I value most) have you or your staff ever not returned my calls. I am now retired and feel very confident that you are always looking after my interests.

N Maidman, client of Platinum Portfolios