Perspective buys northwest England IFA Investment Principles

Second acquisition of 2019

Julian Marr
clock • 1 min read

Perspective Financial Group has acquired northwest England-based IFA practice Investment Principles - the business's second deal in the space of a month and its 33rd since it was founded in 2008.

Founded by director Kathy Richards, Investment Principles has a client base across the Wirral and Shropshire. According to Perspective, the firm will become part of the Perspective (West) operation, which has offices in Chester and Oswestry, while Richards will work alongside the group's advisers as a consultant to ensure a smooth transition. Having last month bought Newcastle-based IFA practice Galloway Whitfield (Life & Pensions), Perspective added its focus was to merge established financial advisory firms within the group to service the new clients from its existing 14-office network...

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