Some comments from our recently acquired colleagues
Brian Hill, Founder and Managing Director of Jones Hill Ltd based in Bradford on Avon, Wiltshire 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.”
Alan Galloway, Founder and Managing Director of Galloway Whitfield (Life & Pensions) Ltd in Newcastle upon Tyne commented:
“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 Financial Group, 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 benefitting 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.”
Kathy Richards, Founder and Director of Investment Principles Ltd in the Wirral commented:
“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 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 on London 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.”