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

Burnham to stick with fiscal rules as power set to flow out of Whitehall

Burnham to stick with fiscal rules as power set to flow out of Whitehall

First speech since PM bid

clock 29 June 2026 • 2 min read
BoE's Alan Taylor: Extended interest rate hold an 'appropriately measured policy response'

BoE's Alan Taylor: Extended interest rate hold an 'appropriately measured policy response'

Geopolitics in the driving seat

Michael Nelson
clock 25 June 2026 • 2 min read
Advisers highlight uncertain political and fiscal future after Starmer resignation

Advisers highlight uncertain political and fiscal future after Starmer resignation

Prime minister’s exit places chancellor Rachel Reeves’ position ‘inevitably’ under scrutiny

Isabel Baxter
clock 22 June 2026 • 5 min read