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Some comments from our recently acquired colleagues

Alan Galloway, Founder and Managing Director of Galloway Whitfield (Life & Pensions) Ltd in Newcastle upon Tyne and now part of Perspective (North East) Ltd commented:

May 2021: “My final installment was received from you yesterday.  Your dealings throughout the last two years have not only been exemplary but also honourable, which were as I expected.  I can now relax knowing my clients and friends are in good hands and my decision to merge with the Perspective was the correct one. My best wishes for the continued success of the Group.”

May 2019: “I considered very carefully how best to ensure my clients continue to receive the highest quality of advice and service when the time was right for me to retire. In the end, it was a comfortable decision for my firm to become part of Perspective, a view which has been reinforced by working closely with them during the pre and post acquisition process. The Group, management and staff all consistently share the highest professional standards and a genuine commitment to a quality of client service similar to my own. In addition, my clients are now benefiting from having access to a number of expert advisers within the Group.

My loyal colleague of 33 years, Julie Hunter, has now become a member of the Perspective team and is enjoying being part of the wider Group.”

Joe Hill, Founder and Director of Independent Life & Pensions Group Ltd (ILPG) based in Corby and now renamed Perspective (Northants & Cambs) Ltd commented:

March 2021: “Having been a Shareholder, Director, Head of IT, Compliance and many other roles with ILPG over the last 23 years, the move to Perspective has been received exceedingly well by our clients, our staff and of course myself. This move has enabled the firm to have a real succession plan with the resources of a very well respected group with the ethical and professional values we have strived to provide since ILPG was formed in 1997.

 I had many “Red Lines” with a sale of my shares and Perspective did not breach any of them. At all times, the process was a dialogue and a combining of shared objectives.

 I can be very satisfied that the interests of all parties at the firm – Clients, Staff and myself, are really closely aligned and we are looking forward to a bright future with even better resources and more time focusing on what really matters – exceptional financial advice to our clients”.

Brian Hill, Founder and Managing Director of Jones Hill Ltd based in Bradford on Avon, Wiltshire and now part of Perspective (South West) Ltd in Marlborough commented:

“After 15 years in financial planning, I felt it was the right time to seek new challenges.  Although there were quite a number of interested firms, it was clear early on that Perspective’s tried and tested approach would help secure our clients’ financial planning needs and provide a stepping-stone for Jones Hill staff.   

It is testament to a shared ethos that we have completed the entire process during the first Covid-19 lockdown and subsequent turbulent market conditions.  

I am delighted that all members of Jones Hill staff have been retained with two of them immediately joining Perspective’s highly respected in-house Training Academy. I’m sure they will continue to develop through working towards advanced financial planning qualifications under the guidance of experienced advisers who provide excellent ‘on the job’ training and support. 

I wish the team at Perspective every success.”  

Kathy Richards, Founder and Director of Investment Principles Ltd based on the Wirral, now part of Perspective (West) Ltd in Oswestry, commented:

May 2021: “I was pleasantly surprised yesterday to notice that the final installment (in full, of my agreed earn out) had been paid into my bank account almost a week ago. This merger (two years ago) has been very successful in my opinion so thank you for staying the course with me in the early stages. I would like to say a personal thank you to Julie (Hepworth).  I understand you are very busy with further acquisitions so I wish you every success for the future.”

May 2019: “I have known the senior team at Perspective for many years and have the greatest respect for their abilities and everything they have achieved over the last 10 years. The way the Perspective team handled the acquisition process has given me even greater reassurance that my clients are being very well looked after. Being part of a larger group means my clients are benefitting from continuity of advice and having access to a number of expert advisers within the Group.”

Peter Goodman from Goodman Financial Planning in Marlborough, Wiltshire and now part of Perspective (South West) Ltd also in Marlborough commented:

“It was always going to be a difficult and emotional decision to retire as we felt a strong sense of responsibility towards our clients who we have got to know well over many years.

However, having had a long standing professional relationship with Perspective’s office in Marlborough, I have seen at first hand their approach and know for certain our clients now benefit from the additional expertise and greater resources the Group offers. I have heard nothing but good reports about them from everyone I have spoken to.”

Peter Weston, Partner at Thornton Springer Financial Services LLP based in Upper Norwood, South London, now renamed Perspective (Thornton Springer) Ltd said:

“We got to know Perspective and its management team well through this process, and it is clear that both our clients and the business have benefitted from Perspective’s additional expertise and greater resources.

We continue to operate with the same team from the same premises, ensuring our combination of personal service, technology and competitive charging continues. We remain impressed with Perspective’s vision and are pleased to be their first London office.”

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