Perspective Financial Group up for sale

Nicola Brittain
clock

Cheshire-based financial advisory group Perspective is understood to have put itself up for sale ahead of the Retail Distribution Review (RDR).

Perspective, a consolidator of independent financial advisers, is believed to have hired business advisory group KPMG to run an auction on the firm, expected to raise between £60m to £80m, according to the Manchester Evening News. The deadline for the first round of bids was last Friday. Perspective, which is headquartered in Wilmslow and has a network of 24 offices nationwide employing 230 staff, is led by managing director Damian Keeling. Its assets under management, which includes bonds, stocks and shares and pensions, is now £2.5bn followign five acquisitions of wealth manageme...

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 Economics / Markets

Interest rate cuts expected after UK GDP edges up 0.1%

Interest rate cuts expected after UK GDP edges up 0.1%

Construction output lowest since 2021

Patrick Brusnahan
clock 12 February 2026 • 2 min read
Leaked Budget document viewed almost 25,000 times ahead of speech

Leaked Budget document viewed almost 25,000 times ahead of speech

Office for Budget Responsibility chair Richard Hughes quit as a result

Jenna Brown
clock 11 February 2026 • 2 min read
BoE's Andrew Bailey: World economy 'remarkably resilient' amid uncertainty

BoE's Andrew Bailey: World economy 'remarkably resilient' amid uncertainty

Markets now 'cautious'

Patrick Brusnahan
clock 09 February 2026 • 1 min read