David Hesketh, group M&A manager at Perspective Financial Group, looks at the four options for IFAs who are not yet RDR-compliant.
Julie Hepworth, group regulatory manager at Perspective Financial Group, offers tips on how to complete your ‘gap-fill' obligations.
David Hesketh, group M&A manager at Perspective Financial Group, unravels the misconceptions about selling your business.
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.
Perspective Financial Group has made its 20th acquisition with the purchase of Leedham Independent Financial Advisers.
Perspective Financial Group has acquired Equilibrium Wealth Management, bringing its total number of acquisitions to 19.