Perspective Financial Group

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.

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.

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.

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

Julie Hepworth, group regulatory manager at Perspective Financial Group, explains how to make sure your gap-fill evidence is up to scratch.

It has been another busy week in the world of financial services...

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).

Perspective Financial Group has made its 24th acquisition with the purchase of Durham-based independent financial adviser (IFA) Walter Wright Financial Services (WWFS).

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.

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).