Sixth Perspective office achieves chartered status

Nicola Brittain
clock

The Maidstone office of national financial advisory group Perspective Financial has achieved corporate chartered firm status.

The office, called PIMS, is the sixth Perspective office to hold chartered status and follows Financial Connection Wealth Management, Rutherford Wilkinson, Leedham Independent Financial Advisers, Harrogate Financial Solutions and Platinum Portfolios. The office was acquired by Perspective Financial in November 2009 and is managed by directors Neil Brenchley and Kevin Mullins. Kevin Mullins, Director of PIMS, said: "The impending RDR regime is all about raising the reputation of the industry as a whole and by becoming chartered we are now able to reaffirm to clients and professional co...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investing in the profession

Seccl offers free code training programme for advisers

Online course

Sophie King
clock 13 July 2021 • 1 min read

Simon Cogman-Hellier: Working together to close the 'advice talent gap'

Career support and development

Simon Cogman-Hellier
clock 12 May 2021 • 3 min read

Scottish Friendly CEO Jim Galbraith dies

30 years at the firm

Sophie King
clock 08 April 2021 • 2 min read