Request a call from your local adviserSting 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[.....]
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[.....]
Paraplanners can be the key to profit and success
Employing paraplanners can help keep costs down and therefore make a business more profitable, according to an executive at a national IFA company. Acquisitions manager for Perspective says support for advisers is cost-effective. by Melanie Tringham, FTAdviser David Hesketh, mergers and acquisitions manager of Perspective Financial Group, said that reducing a business’s costs was a[.....]
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[.....]
On your marks: Your six-point guide to RDR readiness
Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals her six step plan to get your business RDR-ready by the December 2012 deadline. As the clock struck midnight on 31 December 2011, no doubt most of you will have raised a glass, sung a verse of ‘Auld Lang Syne’ and perhaps made a New[.....]
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.[.....]
Making the most of RDR: Peter Craddock, Perspective
Peter Craddock, group operations director at national IFA Perspective, discusses his firm’s growth plans post-RDR. In an interview with Ashley Wassall, editor of FTAdviser, Peter Craddock, group operations director at national IFA Perspective, explains how the intermediary is preparing for the Retail Distribution Review and reveals growth plans for the firm in the years to[.....]
Don’t ‘chase shadows’ with auto-enrolment
National IFA firm highlights perceived opportunity for advisers as a result of auto-enrolment, but warns advisers must be ‘disciplined’. Article by Ashley Wassall, FTAdviser.com Advisers will be provided with a range of opportunities in the corporate sector as a result of the introduction of auto-enrolment later this year, but many could find themselves “chasing shadows”[.....]
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[.....]
Keep the boss happy
Systems and controls that satisfy the regulator today will not necessarily get its approval come 2013. Julie Hepworth, Group Regulatory Manager, Perspective Financial Group talks to FT Adviser. All compliance oversight officers, directors and senior management of FSA-authorised firms will know only too well about the wide ranging responsibilities and demands of having adequate systems[.....]