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Perspective Financial Group

Your profession

IFA consolidator Perspective earnings climb 40%

Perspective Financial Group, the IFA consolidator which has acquired more than 20 businesses since launch, has reported increased earnings and profits in the first half of the year, boosted by a doubling of assets under management (AUM).

clock 12 September 2011 •

Your profession

Perspective stems losses in 2010 as buys pay off

Perspective Financial Group reduced its losses in 2010 after acquiring nine firms and more than doubling its assets under management.

clock 25 July 2011 •

uncategorised

The big question: The Dilnot Report

Do you feel the Dilnot Report has really tackled the issues in the long-term care market?

clock 22 July 2011 • 8 min read

RDR

How to satisfy a data-hungry regulator

Perspective Financial's Julie Hepworth outlines how firms can satisfy a regulator growing hungrier and hungrier for firms' sales data...

clock 07 July 2011 •

Your profession

Perspective acquires IFA McGrath Rathbone

IFA consolidator Perspective Financial Group has acquired Oxfordshire-based adviser firm McGrath Rathbone.

clock 04 July 2011 •

Your profession

Perspective to provide IFA placements for undergrads

Perspective Financial Group will provide internship and placement opportunities for undergraduates after entering into partnership with Bradford University.

clock 22 June 2011 •

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

Want to give your business a spring clean? Here's how

David Hesketh, group M&A manager at Perspective Financial Group, offers his tips to getting your business in order.

clock 16 June 2011 •

Investing in the profession

RDR Help Sheet: What type of student are you?

Julie Hepworth, group regulatory manager at Perspective Financial Group, believes identifying your learning style is the best route to achieving Level 4 status.

clock 26 May 2011 •

Your profession

Acquisitions: How they affect your clients

David Hesketh, group M&A manager at Perspective Financial Group, unravels the myths about what happens to clients, staff and stakeholders after a business has been acquired.

clock 21 April 2011 •
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