Request a call from your local adviserTop Tips On Selling Your Business
David Hesketh, M&A manager at Perspective Financial Group, gives his top tips on selling your business. The countdown to the new RDR environment is well underway as we move towards the end of 2012 and the fundamental shift in the IFA world that this will bring. There is no doubt this is a significant period[.....]
Perspective acquires Warnes Anderton Ltd and Ellam Financial Client Database
Perspective has today confirmed IFA firm, Warnes Anderton Ltd, as its latest acquisition.
Perspective Financial Group add group regulatory manager to team
Perspective has today announced the appointment of Julie Hepworth as its new Group Regulatory Manager.
Perspective make Marketing Manager Appointment
Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has today announced the appointment of Andrew Aldridge as its new Marketing Manager.
Wingham Wyatt Acquired in 15th Perspective Purchase
Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has today (17th June 2010) confirmed its third acquisition of 2010 and its 15th in total with the purchase of Wingham Wyatt. The Wilmslow-based consolidator has added to its raft of IFA practices with the purchase of Winghams which is based in Braintree, Essex. Wingham[.....]
Perspective Appoint New Group Analyst Manager
Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has today announced the appointment of Robert Paget as its new Group Analyst Manager. Paget joins Perspective from 1st Software to take up the newly created role. He will be working specifically with Perspective Group firms to assess the quality and content of their data[.....]
Perspective Appoint Ian Wilkinson As Group Practice Director
Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has today announced Ian Wilkinson as its Group Practice Director. Ian has been appointed to co-ordinate efforts and working relationships between all Perspective Group firms. He will provide Group resources to ensure firms achieve their individual goals whilst advising where required on day-to-day issues. Ian[.....]
Perspective Make 14th Purchase With Acquisition of Chessman & Partners
Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has today announced its second acquisition of 2010. The Wilmslow-based consolidator has acquired Chessman & Partners, an IFA operation based in Chesham, Buckinghamshire bringing the number of individual practices within the Group to 14. Group funds under management have now reached the £1 billion level.[.....]
Perspective Launches PFG Corporate Solutions
Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, has launched PFG Corporate Solutions – a specialist division providing advice to companies on corporate pension provision and employee benefits, including healthcare and risk management. PFG Corporate Solutions offers a one-stop solution to firms who require specialist areas of advice in corporate planning. This new[.....]
Perspective begins 2010 with Future Lifestyle Ltd Purchase
Perspective Financial Group Ltd, the consolidation vehicle for IFA firms, made its first acquisition of 2010 by purchasing Future Lifestyle Ltd. The Wilmslow-based consolidator has acquired Future Lifestyle Ltd, a small IFA business with a turnover of £180k, based in Shepton Mallet, Somerset. Future Lifestyle will be taken over by Perspective subsidiary, Charles Reynolds Associates,[.....]