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25 March 2021
Perspective
25 March 2021
A Positive Perspective for Growth
We were delighted to be featured in this month’s North East Times magazine when they interviewed Ian Wilkinson, our CEO. Ian talked about our recent new office openings in Darlington and Corby, the Perspective Training Academy, life during Covid and the Group’s future plans. You can read the article here:
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Perspective completes its 100th acquisition
Collectively, these acquisitions add £1 billion of Assets under Advice, 2,500 households as clients, six additional office locations and 48 members of staff.
Perspective’s growth continues at pace
The first acquisition is of Whittington Goddard Associates Ltd in Dore, near Sheffield. The firm was founded in 2003. This office will now be known as Perspective (Whittington Goddard).
Perspective completes a further nine acquisitions
Perspective is more than three times the size it was five years ago and expects to double in size again within the next two years.
Perspective Gains New Investment from Charlesbank Capital
Perspective Financial Group Ltd is delighted to welcome a new lead private equity investor, Charlesbank Capital Partners. Find out more.
What to do if we didn’t get something right
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
Contact
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123