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...
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Due diligence challenges
Completes legal process
Scepticism towards companies' commitments
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Financial wellbeing junkies