View more on these topics

Perspective acquires Multiplex Financial Trustees

IFA consolidator Perspective Financial Group has acquired Multiplex Financial Trustees, making it its seventh acquisition to date.

Cheshire-based Multiplex offers three specialist services, health cover, pension planning and wealth management services.

The move hopes to bring Perspective’s funds under management to £500m, recurring revenue to £4m and turnover to £8.3m.

Multiplex will trade under its current name with all the existing management team continuing to operate and develop the business.

Perspective managing director Damian Keeling says: “With seven firms now under the Perspective umbrella we continue to build a group which has quality of advice and financial strength at the heart of the business.”

Multiplex chief executive Peter Murray says: “With Perspective’s financial strength we can now look at our own acquisition plans within the local area and we are certainly keen to talk to local firms who may be interested in joining us.”



Short-dated bond option from S&W

Smith & Williamson Investment Management has introduced its short-dated corporate bond fund for risk averse investors looking for better returns than available from cash deposit rates.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm