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...

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

Investment platform TILLIT to shut down

Investment platform TILLIT to shut down

No new accounts can be opened and it will close on 12 September

Sorin Dojan
clock 26 June 2025 • 1 min read
First Wealth on hunt to acquire like-minded financial planning firms

First Wealth on hunt to acquire like-minded financial planning firms

Follows significant financial backing from Marlborough

Jenna Brown
clock 24 June 2025 • 5 min read
Openwork in growth push with partner firm Milecross acquisition

Openwork in growth push with partner firm Milecross acquisition

Makes first investment into one of its partner firms

Jenna Brown
clock 19 June 2025 • 2 min read