Why we chose Perspective

Of the offers we had, the Perspective Financial Group offer wasn’t the largest. But accepting the largest offer would have meant accepting the acquirer ‘imposing their ways’ and that would not have been right for the business or our advisers.

The Perspective ethos of autonomy enables us to continue running the business as we always have whilst benefiting from the flexibility and security of being part of a nationwide organisation.

Ian Wilkinson, Managing Director, Rutherford Wilkinson Ltd

Perspective wanted to buy our business because we ran it well. We were attracted to them because they wanted to leave us to do that. They were the one company that didn’t want to buy us and change what we do. This also protects our clients by letting us control what happens to them.

The deal also gives us access to other resources and markets that we wouldn’t otherwise look at for clients such as mortgages and group health.

Ian Blackburn, Managing Director, Platinum Portfolios

I looked at several firms in the market but I chose Perspective for a number of factors. I know they will allow us to grow the business, will not interfere with the management structure, will allow us to keep our brand and allow us to bring in additional services to strengthen our proposition to clients. And, importantly, they could also write the cheque – something a lot of firms who expressed an interest were unable to do.

I have been involved in acquisitions from both sides, with experience of both buying and being bought, and I have been so impressed with the acquisition team of Perspective. They really are in a league of their own.

Karl Hartey, Managing Director, Applewood Wealth Management Ltd

We certainly see our move beneath the Perspective umbrella as a fantastic opportunity to deliver not just financial stability to the firm but to also ensure we have the best support available as we move towards RDR-readiness. The degree of autonomy afforded to us by Perspective also ensures we are in control of our own destiny but backed by a quality organisation that can help us meet all our goals and ambitions in the months and years ahead.

Tony Apps, Managing Director, Equilibrium Wealth Management Ltd

We are a strong and profitable IFA business and the Perspective proposition appealed because it allows us to keep on managing the business as we see fit, whilst also benefiting from the raft of opportunities and experience available within Perspective and its IFA firms.

Our clients and the provision of quality advice will continue to be the focus for our operation. With the vital support Perspective can offer in terms of compliance, financials, income-generation, etc we can ensure we maintain this focus while also benefiting from the significant economies of scale the Group generates. We are working closely with the Perspective team to ensure we grow and develop the business while ensuring we are ready for RDR.

Barry Leedham, Director, Leedham Independent Financial Advisers Ltd

There are clearly a growing number of consolidator propositions in the marketplace but we were impressed by the vision, strategy and services available through the Perspective Group. It was also vitally important that the PIMS brand and management team remained in place as this gives us the opportunity to continue to manage a successful firm, but now with added financial security and strength.

Our focus as always is on providing advice to our clients, while this relationship means we benefit from the compliance and financial expertise Perspective offers. We now have the ways and means to grow the business at a much faster rate than previously possible and although we have strong local connections we are looking to expand our reach across the wider region.

Glynn Downton, Director, Professional Investment Management Services

Our deal with Perspective has strengthened our proposition. It gave us the immediate financial strength that comes with this parent while it also provides access to a range of opportunities we would otherwise not be able to take advantage of.

While we are able to use Perspective for our compliance and financial resource, we are also left to manage the company as we see fit, a major plus point when it came to making the decision.

Alan Chambers, Managing Director, Chambers & Co

“We were drawn to the Perspective offering because of their experience and the support they could provide to help us develop our overall offering. Persepctive’s hands-off nature allows our own management team to keep control of all day-to-day arrangements while also providing a significant level of stability and opportunity for the future.

Peter Murray, Chief Executive, Multiplex Financial Trustees Ltd

“The management team at Perspective share our own work ethos and we were drawn to the hands-off approach coupled with the opportunity to take advantage of the numerous benefits Group membership can offer. We are enjoy working with the Perspective team to help develop and grow the Warnes Anderton business and to maintain the high standards of professional advice we have been delivering to our clients for the past two decades.

Glenn Warnes, Managing Director, Warnes Anderton Ltd

Contact Us

• 0845 688 1454
• info@pfgl.co.uk

Perspective News

• 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[.....]

• Counting down to RDR

  It’s not just the Olympic clock that is ticking, writes David Hesketh, group M&A manager, Perspective Financial Group Ltd. You can’t seem to move at the moment without encountering countdown clocks ticking off the days until the Olympics and the ‘100 to go’ milestone was passed recently. Away from sporting festivals, advisers of course have[.....]

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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