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You're in safe hands. Perspective has a wealth of experience, and you can rest assured we have your future's best interests at heart. Read on to find out more about the firm of advisors who will drive your legacy forward.

  • Mid-sized national financial planning and wealth management group, providing impartial, specialist, whole of market advice to individuals, corporates and trustees
  • Since the Group was founded in 2008, we have acquired 35 IFA businesses, including four in 2019, both opening up new locations and growing existing offices
  • Network of 15 offices covering the UK, ranging in size from 6 to 50+ people
  • 180 staff including 50+ advisers, 19 of whom are Level 6 qualified and/or Fellows of the Personal Finance Society
  • Many of our offices hold Chartered status
  • ‘Regulatory considerations first’ culture, meaning clients’ interests comes first at all times
  • Our Chief Executive Officer has been a practicing IFA for 30 years and his firm was one of the Group’s earliest acquisitions. The management team therefore have a clear understanding of what firms look for in a potential acquirer
  • Strong central support functions including compliance, finance, HR, marketing etc
  • Workplace-based Training Academy that nurtures and develops Adviser talent with our client-centric approach embedded in all of our students at a very early stage. We currently have over 20 students within our Academy
  • High proportion of new business coming from recommendations by existing clients and professional connections
  • Emphasis on ‘national quality advice – delivered locally’
  • State of the art digital technology and administrative platforms
  • Since late 2019, owned by CBPE Capital LLP

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