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Perspective hires ex-Schroders Financial Planning exec

Expanding Financial Planner Perspective Financial Group has recruited Dan Stokoe, a former regional head at Schroders Personal Wealth.


Perspective close to acquiring 10 adviser firms

National Financial Planner and wealth manager Perspective has revealed plans to acquire more than 10 adviser firms over the next few months after announcing its 39th acquisition today.


Perspective acquires Corby-based Financial Planner

Financial Planning and wealth management group Perspective Financial has acquired Northamptonshire-based Financial Planner Independent Life & Pensions (ILPG).


Private equity fund to boost expansion at Perspective

Private equity firm CBPE Capital LLP is to make “a major investment” in national Financial Planner and wealth manager Perspective to speed up the growing firm’s expansion plans.

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