professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

consolidation

Your profession

Perspective revenue bump dented by accounting write-down

An accounting write-down and the after effects of previous acquisitions resulted in a £1.9m pre-tax loss for Perspective Financial Group in 2011, although the consolidator's revenues were up 56%.

clock 27 September 2012 •

Your profession

Two more firms join Succession

Two more firms have joined Succession Advisory Services, adding £100m in funds under management (FUM) to the consolidation vehicle.

clock 12 June 2012 •

Your profession

AFH acquires Arden Court in £360k deal

Nottingham-based high net worth IFA Arden Court Group is to be acquired by discretionary wealth manager AFH Financial for an initial consideration of £362,000.

clock 03 April 2012 •

Your profession

Surrey-based adviser Web acquires rival firm

Web Financial Services has acquired Bryant Kesek Financial Services (BKFS), as part of a five-year expansion plan.

clock 07 February 2012 •

Your profession

Consolidator Perspective acquires Gateshead IFA

IFA consolidator Perspective Financial Group has acquired Gateshead-based adviser Vivienne Shepherd, and plans to integrate the practice into one of its existing Newcastle businesses, Rutherford Wilkinson.

clock 30 January 2012 •

uncategorised

Three things we learned this week

Retirement Planner's round-up of the top pension stories this week.

clock 25 January 2012 •

Your profession

Perspective boosted by £3.5m finance facility

IFA consolidator Perspective Financial Group has raised a finance facility of £3.5m to fund further acquisitions.

clock 23 January 2012 •

Your profession

New joiners take Succession total assets to £6bn

Consolidation vehicle Succession Advisory Services has taken on four member firms in 2012, bringing in combined assets under management (AUM) of some £430m.

clock 10 January 2012 •

Your profession

Consolidator Perspective makes it 22 buys in three years

IFA consolidator Perspective Financial Group has made its first acquisitions of 2011 to take its tally to 22 since inception three years ago.

clock 17 June 2011 •

Your profession

Perspective gets £10.6m boost for acquisitions

IFA consolidator Perspective Financial Group has raised £10.6m for further acquisitions as it aims to add to the 20 business it has already purchased.

clock 24 March 2011 •
151617
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=consolidation