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Perspective eyes acquisitions following refinancing deal


National advice firm Perspective Financial is eyeing further acquisitions after securing £10.1m in refinancing with Natwest.

The deal will support both organic growth as well as acquisitions, the group says.

Executive chairman Paul Hogarth says: “This refinance provides the funding for us to grow acquisitively and provides the platform to further accelerate the organic growth we have demonstrated since 2013.

He adds: “Our acquisition focus will be retiring advisers seeking a well-established, reputable, local office for their clients. We have 18 trading offices across the UK each with an interest in exploring options for a retiring adviser seeking a home for their client bank.

“The second acquisition focus is our associate membership scheme where we offer financial advisory firms the opportunity to join us now and maximise their capital value.

“I am delighted with the progress we have made since I took over day-to-day management of Perspective in 2013 and this is another important step in our development.”



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