IFA consolidator Perspective Financial Group is encouraging its firms to pursue chartered status as it believes the mark will represent the next step toward professionalism after RDR.
The Cheshire-based company, which has bought 17 firms since launch in 2008, says it now looks at potential acquisitions favourably if they are chartered, and says the status could have a positive effect...
Three years at Wells Fargo
Effective from 9 December 2019
One firm with permission suspensions left
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