36th since 2008
Third deal of 2019
Second acquisition of 2019
You can’t please all of the people all of the time... Advisers' views on APFA 15 years on
Advisory firm Perspective Financial Group has shelved its plans to float on AIM.
Financial advisory group and consolidator Perspective Financial is seeking admission to float on the Alternative Investment Market (AIM) stock exchange in a move it says will raise gross proceeds of £28m.
Peter Craddock, the group operations director at Perspective Financial Group, has been appointed to the board of the Association of Professional Financial Advisers (APFA).
MOVERS & SHAKERS
National advisory group Perspective has set up a new operational board and promoted several key individuals.
The Association for Professional Financial Advisers (APFA) is well placed to represent the industry now it has overcome the "red herring" issue of independence versus restricted, said one national director.
A Chorley-based branch of national advisory group Perspective Financial has agreed to offer financial advice to members of Chorley Building Society.
Cheshire-based financial advisory group Perspective is understood to have put itself up for sale ahead of the Retail Distribution Review (RDR).
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%.
National IFA Perspective Financial has announced another of its firms has attained chartered status.
IFA consolidator Perspective Financial Group has acquired the clients of financial advisory firm Kingsworld Walder.
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Consolidator Perspective Financial Group has purchased two more advisory practices acquisitions, bringing its total number of acquisitions to 30.