Perspective continues on chartered push

clock

National IFA Perspective Financial has announced another of its firms has attained chartered status.

Surrey-based Financial Connection Wealth Management was accredited by the CII following its acquisition by Perspective in April. Financial Connection becomes the fifth Perspective office to hold chartered status, following on from Rutherford Wilkinson, Leedham Independent Financial Advisers, Harrogate Financial Solutions and Platinum Portfolios. Julie Hepworth (pictured), Perspective's group regulatory manager, said the firm would continue to push for more of its offices to attain chartered status. "We continue to work with all our offices to help them achieve chartered status and ...

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

Former Titan Wealth employee sentenced to community order for harassment

Former Titan Wealth employee sentenced to community order for harassment

Okunola handed 100 hours unpaid work and two-year restraining order

Sahar Nazir
clock 19 September 2025 • 1 min read
PA Awards 2026: Last chance to enter today!

PA Awards 2026: Last chance to enter today!

Celebrating the best in financial planning and advice

Professional Adviser
clock 19 September 2025 • 1 min read
Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Feel Good Friday: Quilter partners to help Armed Forces community become advisers

Wealth manager partners with White Ensign Association and Forces Transition Group

Professional Adviser
clock 19 September 2025 • 1 min read