Stuart whose career spans more than 20 years with Bradford & Bingley and Prudential added: “Since joining Perspective I have been overwhelmed by the passion across the business for genuinely putting clients at the heart of everything.
“It’s refreshing how Perspective’s advisory and compliance functions work hand in hand in a positive way for the benefit of clients, rather than the all too common ‘us and them’ culture I’ve experienced elsewhere. I have also been impressed with the enthusiasm and motivation of all staff and their ‘one big family’ culture”.
Ian Wilkinson, Chief Executive Officer of Perspective (pictured) commented:
“These acquisitions and senior hires are further decisive steps in our journey to become the leading firm in the financial planning and wealth management sector for both clients and staff alike. We see a growing demand for the type of expert, specialised advice we offer that enables clients to make full and effective use of their financial
resources, so they can plan for and achieve the futures they desire.
“Our client relationships average 25 years’ duration and many span four generations, so we are confident about the quality of our advice and the value for money we offer.
“Acquisitions are still a major strategic driver and as a minimum, we will complete at least the same number of deals in the second half of 2021 as we have done in the first half. These vary in size from one-man bands to larger established firms that enable us to add to our network of local offices. We remain interested in deals at both ends of the size scale.
“We continue to work closely at both a local and national level with accountants and lawyers who share our standards of client service, technical excellence and value for money and we are keen to grow these connections. In my experience, the combined knowledge of these three professions (financial planning, accountancy and law) is fundamental to delivering practical, joined-up advice to clients.
“Fay and Stuart are great additions to our team. They are both already working effectively with our advisers, paraplanners and admin staff in all our offices. It is particularly gratifying that with their long industry experience, the two of them chose to join Perspective at this time.
“We are ambitious, acquisitive and growing organically. Together with CBPE Capital LLP who invested in us in December 2019, we are well on our way towards setting the standard for excellence in financial planning and wealth management, and therefore being the firm of choice for clients and staff alike. “I am enormously proud of what the team has achieved over the last 13 years but am even more confident that Perspective’s best years are yet to come.”
