Paul Everett joins Perspective’s management team in the newly created role of Operations Manager. He has over thirty years’ experience in financial services, most recently with Manse Capital in Yorkshire, a large regional IFA business, where he was Managing Director for four years. Paul will support the Group’s operational strategies to further enhance Perspective’s proposition and improve efficiencies to the benefit of its 20,000 clients.
Paul said: “I am delighted to be joining the Perspective team at an exciting period in the growth and development of the Group. Having known the top team for five years or so I was very pleased to be offered the role and look forward to making a difference in 2022 and beyond. Everyone I have met so far has been very professional and welcoming, and clearly wants Perspective to succeed which I am absolutely sure we will do.”
Andrew Luczynski joins as manager in the Training & Competence function to support further growth in the onboarding of advice teams following acquisitions, as well as developing existing staff. He also has over thirty years’ experience in financial services spent with national firms including Co-operative Financial Society and Chase de Vere.
Andrew said: “I’m really excited to join such a progressive group with real drive, ambition and genuine client centricity. The commitment of my colleagues to building and sustaining long term growth through the ongoing development of the competence and skills of our financial advisers is impressive.’’
Ian Wilkinson, Chief Executive Officer of Perspective (pictured) said: “This acquisition is further evidence of our position of being the ‘acquirer of choice’ for many high quality IFAs across the UK to add new locations to our growing network. St Lawrence fits our profile well with many of their client relationships averaging 25 years’ duration and spanning multiple generations.
“For us, it’s essential the firms we acquire share our client-centric approach as this is absolutely fundamental to our success. Our flexible deal structure means those wishing to sell can ensure the deal satisfies all their criteria – so it’s a positive move at the right time for their clients and their staff, as well as for them personally, professionally and financially. I’m delighted to welcome David and his team to Perspective.
“Our two further senior hires in Paul and Andrew, both of whom have extensive sector expertise, continues our strategy of strengthening and broadening our management team to support our acquisitive and organic growth goals in 2022 and beyond, whilst ensuring our clients remain at the heart of everything we do. We warmly welcome both Paul and Andrew, together with David and the team from St Lawrence, to the Group.”
