Galloway Whitfield becomes Perspective's first acquisition of 2019

Newcastle-based IFA

Julian Marr
clock • 2 min read

Perspective Financial Group has bought Newcastle-based IFA practice Galloway Whitfield (Life & Pensions) - its first acquisition of 2019 and 32nd such deal since 2008.

The national adviser said the firm - which was established in 1985, has annual turnover in excess of £300,000, funds under management of £50m and "strong recurring income" - would become part of its Newcastle upon Tyne-based North East office. It added that founder and managing director Alan Galloway would continue to work for an initial term, prior to his eventual retirement, to ensure a smooth transition for clients while financial adviser Julie Hunter had also transferred to Perspective and would continue to advise existing and new clients. According to Perspective, a further two d...

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 Companies

Law firm seeks out former SJP ARs for group legal action

Law firm seeks out former SJP ARs for group legal action

Wealth management group insists claim is ‘purely speculative’

Sophia Panayi
clock 29 May 2026 • 2 min read
Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Ex-Ascot Lloyd CEO eyes 'targeted' acquisitions to grow new firm

Chester Rose in 'ongoing’ discussions with other firms

Sophia Panayi
clock 26 May 2026 • 2 min read
Inside a family MBO: How this adviser and his brother took over their father's firm

Inside a family MBO: How this adviser and his brother took over their father's firm

Sean Standerwick runs MLP Wealth alongside his brother

Isabel Baxter
clock 22 May 2026 • 1 min read