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Perspective Financial Group

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 •

RDR

Four ways to get RDR-compliant

David Hesketh, group M&A manager at Perspective Financial Group, looks at the four options for IFAs who are not yet RDR-compliant.

clock 17 March 2011 •

RDR

How to fill the gap

Julie Hepworth, group regulatory manager at Perspective Financial Group, offers tips on how to complete your ‘gap-fill' obligations.

clock 10 March 2011 •

Investment

Six myths about selling your business

David Hesketh, group M&A manager at Perspective Financial Group, unravels the misconceptions about selling your business.

clock 03 March 2011 •

Your profession

How to complete 35 hours of annual CPD

In part one of a new series examining the FSA's professionalism rules, Perspective Financial Group's Julie Hepworth explains how to meet the FSA's annual CPD requirements - and how to keep a record of what you have done.

clock 10 February 2011 •

Your profession

Perspective makes 20th acquisition with Leedham IFA

Perspective Financial Group has made its 20th acquisition with the purchase of Leedham Independent Financial Advisers.

clock 06 January 2011 •

Your profession

Perspective buys Equilibrium Wealth Management

Perspective Financial Group has acquired Equilibrium Wealth Management, bringing its total number of acquisitions to 19.

clock 23 December 2010 •
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