Perspective make first purchase of 2010

Laura Miller
clock

Perspective Financial Group has extended its 2009 purchasing spree into the New Year with the acquisition of Future Lifestyle on Friday.

The purchase of the small IFA business with a turnover of £180k, based in Shepton Mallet, Somerset, marks the first acquisition by the Wilmslow-based consolidator in 2010. Future Lifestyle will be taken over by Perspective subsidiary, Charles Reynolds Associates, which itself became part of the Perspective Group in December last year. Future Lifestyle Ltd is a one-man firm and the owner is leaving the IFA industry due to ill health. Damian Keeling, managing director at Perspective, says: "Perspective Financial Group continues to work with IFA firms around the country offering a var...

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 Your profession

Why human connection remains central in a digitally enabled advice sector

Why human connection remains central in a digitally enabled advice sector

'It is clear that the sector is moving through a significant period of transformation'

Tim Riseborough
clock 17 December 2025 • 3 min read
Why advisers shouldn't rush into private markets

Why advisers shouldn't rush into private markets

'There's only so long the hamster wheel can keep turning'

Justin Cash
clock 15 December 2025 • 4 min read
Adviser workload set to rocket ahead of IHT on pensions changes

Adviser workload set to rocket ahead of IHT on pensions changes

Large volumes of clients will need reviews of financial plans

Isabel Baxter
clock 15 December 2025 • 3 min read