Perspective Financial Group and accountancy firm TaxAssist Group have launched a joint venture (JV), TaxAssist Plus Financial Planning.
The JV is designed to offer TaxAssist clients access to professional financial planning and wealth management services through a nationwide adviser network. TaxAssist Plus Financial Planning combines TaxAssist's accountancy relationships with Perspective's national financial planning experience. The creation of the JV involved bringing together businesses operating across multiple accountancy professional bodies and collaboration between compliance, regulatory, operational and integration specialists, Perspective said. Alongside establishing the new business, Perspective has acquir...
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