Perspective Financial Group
Your profession
Perspective Financial Group has acquired Surrey-based advisory firm Financial Connection.
02 April 2012
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RDR
As the deadline for the Retail Distribution Review swiftly approaches, Helen Morrissey looks at how prepared advisers are and asks what support they are being offered.
22 February 2012
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Your profession
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.
30 January 2012
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RDR
Julie Hepworth, group regulatory manager at Perspective Financial Group, reveals her eight step plan to get your business RDR-ready by the December 2012 deadline.
26 January 2012
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6 min read
Your profession
IFA consolidator Perspective Financial Group has raised a finance facility of £3.5m to fund further acquisitions.
23 January 2012
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RDR
Julie Hepworth, group regulatory manager at Perspective Financial Group, explains how to make sure your gap-fill evidence is up to scratch.
10 November 2011
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Your profession
It has been another busy week in the world of financial services...
30 September 2011
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Regulation
The Financial Services Authority (FSA) has taken enforcement action against two directors of Perspective Financial Management for failures in relation to the promotion of unregulated collective investment schemes (UCIS).
21 September 2011
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RDR
Perspective Financial Group has made its 24th acquisition with the purchase of Durham-based independent financial adviser (IFA) Walter Wright Financial Services (WWFS).
15 September 2011
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Investing in the profession
Perspective Financial Group's Julie Hepworth offers a series of tips to help advisers hop, skip and jump their way through the CII's RO exams.
15 September 2011
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