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Perspective buys Wirral IFA in 33rd acquisition

IFA consolidator Perspective Financial Group has acquired Wirral-based Investment Principles.

This is the second acquisition for the group in 2019 following the purchase of North East-based firm Galloway Whitfield (Life & Pensions) in January.

Including the latest acquisition Perspective has bought 33 IFAs since 2008 and says it has more deals in the pipeline for 2019.

The company already has a network of 14 offices across the UK and says its focus now is on merging established firms within the group to service new clients.

Investment Principles will become part of Perspective (West)’s operation which has offices in Chester and Oswestry.

Perspective says Investment Principles founder and principal Kathy Richards will work as a consultant alongside Perspective advisers to smooth the transition of ownership for the business.

Perspective group practice director Ian Wilkinson (pictured) says:

“This is another good acquisition for Perspective of a high quality, well-respected IFA firm which further builds our presence in North West England, an area of strength for the group where we already have a significant client base which we are keen to build further. We welcome Kathy and her clients to the group.

Richards comments:

“I have known the senior team at Perspective for many years and have the greatest respect for their abilities and everything they have achieved over the last 10 years.

“The way the Perspective team have handled the acquisition process gives me even greater reassurance that my clients will be very well looked after.”


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