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• UK economic growth disappoints
• North East Times, September 2018 – New Name, Same Approach
• Perspective (North East) – Charles Penn joins the team
• Perspective (North East) – Autumn 2018 Newsletter
• The Cambridge Weekly – 24 September 2018
• The Cambridge Weekly – 1 October 2018
• The Cambridge Weekly – 8 October 2018
• The Cambridge Weekly – 15 October 2018
• The Cambridge Weekly – 22 October 2018
• Autumn Statement 2018
• The Cambridge Weekly – 29 October 2018
• The Cambridge Weekly – 5 November 2018
• Perspective (North East) – One of the few …
• The Cambridge Weekly – 19 November
• The Cambridge Weekly – 26 November
• The Cambridge Weekly – 3 December 2018
• Paraplanners Exam Success
• The Cambridge Weekly – 10 December 2018
• The Cambridge Weekly – 17 December 2018
• The Cambridge Weekly – 24th December 2018
• Julie Hepworth, Group Regulatory Director, quoted in Money Marketing’s Review of 2018
• Client Newsletter Winter 2018 (North East)
• Client Newsletter Winter 2018 (Home Counties)
• Client Newsletter Winter 2018 (East Anglia)
• Client Newsletter Winter 2018 (Midlands & Cheshire)
• Client Newsletter Winter 2018 (North)
• Client Newsletter Winter 2018 (North West)
• Client Newsletter Winter 2018 (Oxon)
• Client Newsletter Winter 2018 (South)
• Client Newsletter Winter 2018 (South West)
• Client Newsletter Winter 2018 (West)
• Client Newsletter Winter 2018 (South East)
• The Cambridge Weekly – 7 January 2019
• Cambridge Weekly 14 January 2019
• Cambridge Weekly Update – 21st January 2019
• Cambridge Weekly Update – 28th January 2019
• Perspective Financial Group makes its first acquisition of 2019
• Protect yourself from banking and HMRC scams
• Cambridge Weekly Update – 4th February 2019
• Cambridge Weekly – 11th February 2019
• Financial Protection
• Cambridge Weekly Update 18th February 2019
• Perspective makes further acquisition buying North West based firm
• Cambridge Weekly Update – 25th February 2019
• Cambridge Weekly Update – 4th March 2019
• Looking to the future
• Cambridge Weekly Update – 11th March 2019
• Cambridge Weekly Update – 18th March 2019
• Cambridge Weekly Update – 25th March 2019
• Four new joiners at Perspective (North East) Ltd
• Cambridge Weekly Update – 1st April 2019
• Cambridge Weekly Update 8th April 2019
• Cambridge Weekly Update – 15th April 2019
• Cambridge Weekly Update 23rd April 2019
• Cambridge Weekly Update 29th April 2019
• Cambridge Weekly Update – 7th May 2019
• Cambridge Weekly Update – 13th May 2019
• Perspective opens its first London office
• Cambridge Weekly Update – 20th May 2019
• Cambridge Weekly Update – 28th May 2019
• Cambridge Weekly Update – 3rd June 2019
• Cambridge Weekly Update – 10th June 2019
• Cambridge Weekly Update – 17th June 2019
• Perspective appoints new Acquisitions Director
• Cambridge Weekly Update – 24th June 2019
• Keeping it in the family
• Cambridge Weekly Update – 1st July 2019
• Cambridge Weekly Update – 8th July 2019
• Cambridge Weekly Update – 15th July 2019
• Mark Taylor awarded STEP Certificate for Financial Services
• Cambridge Weekly – 22nd July 2019
• Perspective Financial Group makes its fourth acquisition of the year
• Cambridge Weekly Update – 29th July 2019
• Can I combine my pensions?
• Cambridge Weekly Update – 5th August 2019
• How can I reduce my Inheritance Tax bill for my family?
• How can I retire early?
• Cambridge Weekly – 12th August 2019
• Cambridge Weekly Update – 19th August 2019
• Cambridge Weekly Update – 27th August 2019
• Cambridge Weekly Update – 2nd September 2019
• Cambridge Weekly Update – 9th September 2019
• Cambridge Weekly Update – 16th September 2019
• Cambridge Weekly Update – 24th September 2019
• Cambridge Weekly Update – 30th September 2019
• Cambridge Weekly Update – 7th October 2019
• Cambridge Weekly Update – 14th October 2019
• Cambridge Weekly Update – 21st October 2019
• Cambridge Weekly Update – 28th October 2019
• Cambridge Weekly Update – 4th November 2019
• Cambridge Weekly Update – 11th November 2019
• Cambridge Weekly Update – 18th November 2019
• Cambridge Weekly Update – 25th November 2019
• Cambridge Weekly Update – 2nd December 2019
• Cambridge Weekly Update – 9th December 2019
• Cambridge Weekly Update – 16th December 2019
• Cambridge Weekly Update – 23rd December 2019
• Cambridge Weekly Update – 6th January 2020
• CBPE makes investment in Perspective Financial Group
• Cambridge Weekly Update – 13th January 2020
• Jeff Scott appointed new Chairman of Perspective
• Cambridge Weekly Update 20th January 2020
• Cambridge Weekly Update – 27th January 2020
• Cambridge Weekly Update – 3rd February 2020
• Cambridge Weekly Update – 10th February 2020
• Cambridge Weekly Update – 17th February 2020
• Cambridge Weekly Update – 24th February 2020
• Cambridge Weekly Update – 26th February 2020
• The Cambridge Weekly – 2nd March 2020
• The Cambridge Weekly – 9th March 2020
• The Cambridge Weekly – 9th March 2020 Update
• The Cambridge Weekly – 16th March 2020
• The Cambridge Weekly – 23rd March 2020
• Update from Perspective Financial Group Ltd re Covid-19
• Cyber Security – Spotting email scams linked to Covid-19
• The Cambridge Weekly – 30th March 2020
• The Cambridge Weekly – 6th April 2020
• The Cambridge Weekly – 14th April 2020
• Spring 2020 Client Newsletter
• The Cambridge Weekly – 20th April 2020
• The Cambridge Weekly – 27th April 2020
• The Cambridge Weekly – 4th May 2020
• The Cambridge Weekly – 11th May 2020
• The Cambridge Weekly – 18th May 2020
• The Cambridge Weekly – 26th May 2020
• The Cambridge Weekly – 1st June 2020
• The Cambridge Weekly – 8th June 2020
• The Cambridge Weekly – 15th June 2020
• The Cambridge Weekly – 22nd June 2020
• The Cambridge Weekly – 29th June 2020
• The Cambridge Weekly – 6th July 2020
• The Cambridge Weekly – 13th July 2020
• The Cambridge Weekly – 20th July 2020
• The Cambridge Weekly – 27th July 2020
• Cambridge Weekly 3rd August 2020
• Cambridge Weekly 10th August 2020
• Cambridge Weekly 17th August 2020
• Don’t forget the new Tax Year changes
• Cambridge Weekly – 24th August 2020
• Cambridge Weekly – 1st September 2020
• Perspective acquires Jones Hill in Bradford on Avon
• Cambridge Weekly – 7th September 2020
• Cambridge Weekly – 14th September 2020
• Is it time to start using your ‘Rainy Day’ fund?
• Cambridge Weekly – 21st September 2020
• Staying Vigilant about Financial Scams
• Perspective helps disadvantaged pupils with donation of IT kit via Business2Schools
• Cambridge Weekly – 28th September 2020
• Sam Smith joins Perspective as Group Acqusitions Director
• Cambridge Weekly – 5th October 2020
• Proud to be Chartered.
• Things to consider as you approach retirement if the value of your pension has fallen
• Cambridge Weekly – 19th October 2020
• Cambridge Weekly – 26th October 2020
• What does the Bank of Mum and Dad need to consider?
• Cambridge Weekly – 2nd November 2020
• Cambridge Weekly – 9th November 2020
• Sometimes there is more than just dealing with your finances
• Cambridge Weekly 16th November 2020
• Cambridge Weekly 23rd November 2020
• Cambridge Weekly – 30th November 2020
• Cambridge Weekly – 7th December 2020
• Cambridge Weekly – 14th December 2020
• Cambridge Weekly – 21st December 2020
• Cambridge Weekly – 11th January 2021
• Perspective acquires Independent Life & Pensions Group in Corby
• Cambridge Weekly – 18th January 2021
• Perspective acquires Atkinson White Partnership in Darlington
• Cambridge Weekly – 25th January 2021
• Don’t forget your Tax Return
• Dan Stokoe joins Perspective from Schroders
• Cambridge Weekly – 1st February 2021
• Financial Resolutions – five points to consider
• The Cambridge Weekly – 8th February 2021
• Staying Vigilant about Financial Scams
• The Cambridge Weekly – 15th February 2021
• Planning, it’s not that simple
• The Cambridge Weekly – 22nd February 2021
• What does ethical investment mean today?
• The Cambridge Weekly – 1st March 2021
• Cash is NOT always King
• Spring Budget Statement – March 2021
• The Cambridge Weekly – 8th March 2021
• State Pension issues for older divorced women
• The Cambridge Weekly – 15th March 2021
• The Cambridge Weekly – 22nd March 2021
• A Positive Perspective for Growth
• The Cambridge Weekly – 29th March 2021
• The Cambridge Weekly – 6th April 2021
• The Cambridge Weekly – 12th April 2021
• The Cambridge Weekly – 19th April 2021
• Happy (New) Tax year
• The Cambridge Weekly – 26th April 2021
• Square Mile quarterly investment update, April 2021
• The Cambridge Weekly – 4th May 2021
• The Cambridge Weekly – 10th May 2021
• The Cambridge Weekly – 17th May 2021
• The Cambridge Weekly – 24th May 2021
• Protection Matters
• The Cambridge Weekly – 1st June 2021
• The Cambridge Weekly – 7th June 2021
• The Cambridge Weekly – 14th June 2021
• The Cambridge Weekly – 21st June 2021
• The Cambridge Weekly – 28th June 2021
• The Cambridge Weekly – 5th July 2021
• The Cambridge Weekly – 12th July 2021
• The Cambridge Weekly – 19th July 2021
• The Cambridge Weekly – 26th July 2021
• Perspective Raises Growth Trajectory With Acquisitions & Senior Hires
• The Cambridge Weekly – 2 August 2021
• The Cambridge Weekly – 9th August 2021
• Perspective Acquires Avon in Its Seventh Deal of 2021
• The Cambridge Weekly – 16th August 2021
• The Cambridge Weekly – 31st August 2021
• The Cambridge Weekly – 6th September 2021
• The Cambridge Weekly – 13th September 2021
• The Cambridge Weekly – 20th September 2021
• The Cambridge Weekly – 27th September 2021
• The Cambridge Weekly – 4th October 2021
• The Cambridge Weekly – 11th October 2021
• The Cambridge Weekly – 18th October 2021
• The Cambridge Weekly – 25th October 2021
• Pathways4All tenth annual charity ball
• The Cambridge Weekly – 1 November 2021
• Budget, What Budget?
• Square Mile quarterly investment update, Q3 2021
• The Five Ages of Financial Planning
• The Cambridge Weekly – 8 November 2021
• Perspective Golf Day raises money for The Movement Centre
• The Cambridge Weekly – 15 November 2021
• The Five Ages of Financial Planning: 18 – 35 Starting Out
• The Cambridge Weekly – 22 November 2021
• Perspective acquires St Lawrence in Canterbury in its eighth deal of 2021 and makes two more senior hires
• The Five Ages of Financial Planning: 35‐50 – Onwards and Upwards
• The Cambridge Weekly – 29 November 2021
• The Cambridge Weekly – 6 December 2021
• The Five Ages of Financial Planning: 50 ‐ 60 Winding up and Winding Down
• The Cambridge Weekly – 13 December 2021
• The Cambridge Weekly – 20 December 2021
• The Cambridge Weekly – 10 January 2022
• The Cambridge Weekly – 17 January 2022
• Perspective helps six local projects during Covid
• The Cambridge Weekly – 24 January 2022
• The Five Ages of Financial Planning: Age 60 – 75 Sailing into the Sunset
• The Cambridge Weekly – 31 January 2022
• Perspective announces its 1st acquisition of 2022 & new director hire
• The Cambridge Weekly – 07 February 2022
• The Five Ages of Financial Planning: Post 75 Supporting those who are just starting out
• The Cambridge Weekly – 14 February 2022
• The Cambridge Weekly – 21 February 2022
• The Cambridge Weekly – 28 February 2022
• The Cambridge Weekly – 7 March 2022
• The Cambridge Weekly – 14 March 2022
• Perspective achieves 50th acquisition milestone
• The Cambridge Weekly – 21 March 2022
• The Cambridge Weekly – 28 March 2022
• Perspective takes on the SIA’s Overseas Cycling Challenge
• The Cambridge Weekly – 4 April 2022
• Spring Statement Summary
• Donating reconditioned laptops and desktops
• The Cambridge Weekly – 11 April 2022
• The Cambridge Weekly – 19 April 2022
• The Cambridge Weekly – 25 April 2022
• Perspective acquires £50m AUM firm in Huntingdon
• The Cambridge Weekly – 9 May 2022
• The Cambridge Weekly – 16 May 2022
• The Cambridge Weekly – 23 May 2022
• The Cambridge Weekly – 30 May 2022
• The Cambridge Weekly – 6 June 2022
• The Cambridge Weekly – 13 June 2022
• The Cambridge Weekly – 20 June 2022
• The Cambridge Weekly – 27 June 2022
• The Cambridge Weekly – 4th July 2022
• Perspective’s Duo Accomplish SIA’s 193 Mile Cycling Challenge
• The Cambridge Weekly – 11th July 2022
• The Cambridge Weekly – 18th July 2022
• The Cambridge Weekly – 25th July 2022
• The Cambridge Weekly – 1st August 2022
• The Cambridge Weekly – 8th August 2022
• The Cambridge Weekly – 15th August 2022
• The Cambridge Weekly – 22nd August 2022
• The Cambridge Weekly – 30th August 2022
• The Cambridge Weekly – 5th September 2022
• The Cambridge Weekly – 12th September 2022
• Financial Plans are (almost) Worthless. Financial Planning is Invaluable.
• The Cambridge Weekly – 20th September 2022
• The Cambridge Weekly – 26th September 2022
• Mini-Budget Summary: 23rd September 2022
• The Cambridge Weekly – 3rd October 2022
• Perspective completes three acquisitions in the North
• The Cambridge Weekly – 10th October 2022
• The Cambridge Weekly – 17th October 2022
• The Cambridge Weekly – 24th October 2022
• Perspective sponsors NE Youth’s ‘Projects With Pride’ Awards
• Perspective Academy welcomes record intake of trainees
• The Cambridge Weekly – 31st October 2022
• Perspective staff compete to win £4,500 for Five Charities
• Our 10th Acquisition of 2022
• The Cambridge Weekly – 7th November 2022
• The Cambridge Weekly – 14th November 2022
• Autumn Statement – 2022
• The Cambridge Weekly – 21st November 2022
• The Cambridge Weekly – 28th November 2022
• Kris and her daughter visit Fountain of Peace Project in Uganda
• Perspective acquires £100 million AUM financial planner on South Coast
• The Cambridge Weekly – 5th December 2022
• The Cambridge Weekly – 12th December 2022
• Perspective acquires Hunter & Co (IFA) Ltd and looks forward to a strong start to 2023
• The Cambridge Weekly – 9th January 2023
• The Cambridge Weekly – 16th January 2023
• Perspective acquires Ian J Hunt Chartered Financial Planners in Thame
• The Cambridge Weekly – 23rd January 2023
• The Cambridge Weekly – 30th January 2023
• The Cambridge Weekly – 6th February 2023
• Join us at Social Return’s ‘Conference with a difference’
• The Cambridge Weekly – 13th February 2023
• Burns Night festivities raise vital charity funds
• The Cambridge Weekly – 20th February 2023
• The Cambridge Weekly – 27th February 2023
• The Cambridge Weekly – 6th March 2023
• The Cambridge Weekly – 13th March 2023
• Spring Budget 2023
• The Cambridge Weekly – 20th March 2023
• Perspective acquires three firms in Huddersfield, Cardiff and Whitstable
• The Cambridge Weekly – 27th March 2023
• The Cambridge Weekly – 3rd April 2023
• The Cambridge Weekly – 11th April 2023
• The Cambridge Weekly – 17th April 2023
• The Cambridge Weekly – 24th April 2023
• The Cambridge Weekly – 2nd May 2023
• The Cambridge Weekly – 9th May 2023
• Perspective acquires four firms & reaches 40 people in its Academy
• Seminar: Plan. Protect. Prosper: Futureproofing your business
• Perspective (West) Ltd runs in the Brynkinalt Running Festival
• The Cambridge Weekly – 15th May 2023
• The Cambridge Weekly – 22nd May 2023
• The Cambridge Weekly – 30th May 2023
• The Cambridge Weekly – 5th June 2023
• The Cambridge Weekly – 12th June 2023
• The Cambridge Weekly – 19th June 2023
• Perspective announces four further acquisitions and achieves carbon neutral status
• The Cambridge Weekly – 26th June 2023
• Supporting nine national and local charities
• The Cambridge Weekly – 3rd July 2023
• North East Accountancy Awards 2023
• The Cambridge Weekly – 10th July 2023
• The Cambridge Weekly – 17th July 2023
• The Cambridge Weekly – 24th July 2023
• The Cambridge Weekly – 31st July 2023
• Perspective (South East) Ltd supports The Sara Lee Trust
• The Cambridge Weekly – 7th August 2023
• The Cambridge Weekly – 14th August 2023
• Perspective (North East) Ltd Volunteer at YMCA
• The Cambridge Weekly – 21st August 2023
• The Cambridge Weekly – 29th August 2023
• Perspective announces three further acquisitions
• The Cambridge Weekly – 4th September 2023
• The Cambridge Weekly – 11th September 2023
• The Cambridge Weekly – 18th September 2023
• The Cambridge Weekly – 25th September 2023
• The Cambridge Weekly – 2nd October 2023
• Perspective announces two further acquisitions
• Perspective (North West) Ltd Take on Born Survivor
• The Cambridge Weekly – 9th October 2023
• New Hexham Office featured in Living North and Hexham Courant
• The Cambridge Weekly – 16th October 2023
• Strong progress at Perspective as it announces two more acquisitions
• The Cambridge Weekly – 23rd October 2023
• The Cambridge Weekly – 30th October 2023
• The Cambridge Weekly –6th November 2023
• The Cambridge Weekly –13th November 2023
• The Cambridge Weekly –20th November 2023
• Perspective achieves Cyber Essentials benchmark
• Stand-out year for Perspective
• The Cambridge Weekly –27th November 2023
• The Cambridge Weekly – 4th December 2023
• The Cambridge Weekly – 11th December 2023
• The Cambridge Weekly – 18th December 2023
• 2024 starts strongly for Perspective
• The Cambridge Weekly –8th January 2024
• The Cambridge Weekly –15th January 2024
• The Cambridge Weekly –22nd January 2024
• The Cambridge Weekly –29th January 2024
• Perspective Welcomes New Investment from Charlesbank Capital Partners
• The Cambridge Weekly –5th February 2024
• The Cambridge Weekly –12th February 2024
• The Cambridge Weekly –19th February 2024
• The Cambridge Weekly –26th February 2024
• The Cambridge Weekly –4th March 2024
• Budget 2024 Snapshot
• The Cambridge Weekly –11th March 2024
• Two senior industry figures join Perspective
• The Cambridge Weekly –25th March 2024
• The Cambridge Weekly –2nd April 2024
• The Cambridge Weekly –8th April 2024
• The Cambridge Weekly –15th April 2024
• The Cambridge Weekly –22nd April 2024

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Meet the Team

• Samuel Wright FPFS
• Simon Rees DipFA
• Stephen Hall DipFA
• John Kearney DipFA
• Steve Leicester APFS
• James Cooper APFS
• Julian Lowe DipPFS
• James Posnett CFP™ CHARTERED MCSI
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• Tim Langman DipPFS, ProfPMI
• Michael Bambrook DipPFS
• Mike Fisher DipPFS
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• Jamie Taylor
• Tim Dawson DipPFS
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• James Stokoe Chartered FCSI
• Stuart Plows DipFA
• Adam Cherry DipPFS
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• Magda Furman M.A., DipFA
• Tracy Andrews DipFA  
• Russell Palmer
• Lucy Morris
• Sarah Carruthers
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• Paul Tyler DipPFS
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• Kate Kent DipPFS
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• Jagdeep Singh DipFA
• Nick Fitter
• Jeff Thurlbeck DipPFS
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• Anthony Prior DipPFS
• Clare Brandon DipPFS
• Carlie Beardsall
• Marc Carpenter FPFS
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• Eamon Southwell
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• Ian Wilkinson
• Ian Wilkinson
• David Hesketh
• Julie Hepworth
• Sam Ward

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