Request a call from your local adviserFive Steps to CII ‘RO’ Exam Success
Julie Hepworth is Group Regulatory Manager at Perspective Financial Group Ltd This month as usual the press is full of GCSE and A-Level results with the annual accusations of ‘dumbing-down’ and exams getting easier. On a similar note, there has been much discussion about the CII’s RO multiple choice exams and the accusations that this[.....]
PERSPECTIVE FINANCIAL GROUP LIMITED FINANCIAL STATEMENTS FOR THE SIX MONTHS ENDED 30 JUNE 2011 PRELIMINARY STATEMENT
Perspective Financial Group Ltd, the national IFA group, has today (12 September 2011) announced excellent trading results for the first half of 2011. The highlights for the half year to 30 June 2011 include; 44% increase in revenue to £8.8m (2010; £6.1m). 44% increase in EBITDA (earnings before interest, taxes, depreciation and amortisation) to £2.3m[.....]
Perspective: managing the uncertainty of RDR
The RDR rules have triggered a number of business challenges for IFAs to face. One key commercial point is how secure is the IFA’s recurring income post RDR? At Perspective, we have dealt with the security of recurring income issue in the current uncertain regulatory landscape with two exciting operational initiatives to be delivered before[.....]
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[.....]
Adviser Profile: Barry & Andrew Leedham
After finding it financially unviable to sell his business to his son Andrew, Barry Leedham sold it to consolidator Perspective, relieving both men of worries about the future. Many new model advisers survived and even thrived in the credit crunch as they saw it as an opportunity to show their worth. But for Barry Leedham,[.....]
Financial Statements for the year ended 31 December 2010
Perspective Financial Group Ltd, the national IFA group, has today (25th July 2011) announced a record set of results for 2010. The highlights for the year to 31 December 2010 include; 73% increase in revenue to £13.3m (2009; £7.7m). 138% increase in EBITDA (Earnings before interest, taxes, depreciation and amortisation) to £3.1m (2009; £1.3m). 28%[.....]
Charge ahead to get ready for RMAR changes
Julie Hepworth, group regulatory manager at Perspective Financial Group, details the new regime which the RDR is imposing on advisers for their retail mediation activities returns. In May, the FSA published consultation paper CP11/08: Data Collection, which addresses issues on its RDR rules on adviser-charging and professionalism. It sets out proposals for new requirements to[.....]
‘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[.....]
What does Perspective look for in an IFA practice?
David Hesketh, Group M&A Manager at Perspective Financial Group Limited, discusses what Perspective looks for when acquiring IFA practices.
How to satisfy a data-hungry regulator
Julie Hepworth, group regulatory manager at Perspective Financial Group,outlines how firms can satisfy a regulator growing hungrier and hungrier for firms’ sales data… Firms are about to see something of a sea change when it comes to the data they have to supply to the regulator on adviser and consultancy charging revenue, payment methods, client[.....]