View more on these topics

Perspective eyes acquisitions following refinancing deal

Hogarth-Paul-Paradigm-2011-700

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.”

Recommended

Chris-Hannant-poses-side-frontal-in-2013.jpg
1

Apfa urges Govt to delay secondary annuity market

Apfa is calling on the Treasury and FCA to pause plans to launch the secondary annuity market. The adviser trade body says the “vast majority” of financial advisers do not have appetite to work in the market and urges the Government to call a halt while there is “upheaval and uncertainty in the financial markets”. […]

5

Why you should care about a little-known pensions rule

When you were a young child, did you ever throw away the packed lunch provided by your parents, then go around scavenging tastier alternatives from fellow pupils? No? Just me then. I can assure you this happens up and down the country every lunchtime and – believe it or not – tells us something about the benefits system. […]

Keep calm and carry on?

We British are known for our stiff upper lip and just getting on with things. It’s part of our quirky cultural behaviour – like forming orderly queues, or saying sorry when it’s not our fault. Many of us just aren’t that great at talking about what’s bothering us. But if someone feels that the stresses […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Leave a comment