Skip to content
Close

You have left the pages of Who we are looking to acquire. If you would like more information about which areas of Perspective's website contain regulated content and about these notifications, please click here.

What characteristics do we look for?

  • Usually, but not always, smaller, successful IFAs with 1-5 Advisers
  • Demonstrable client-centric approach
  • Stable, well run, with solid compliance processes
  • Cautious approach to investments
  • Client base with potential
  • Links with other professional services firms eg lawyers and accountants that generate referrals
  • Principals who are straightforward especially about their intention to retire (to avoid a situation where a new firm is set up subsequently with the intention of trying to attract back the client bank we have purchased)

Delivered by