WebLeading Independent Wealth Management / Financial Advisory Firm. Two offices within 30 miles in leading business centres. £250m FUM. £1.7m Recurring Income. 2 Directors & 5 Advisers. Established 30 years. Investment, Pensions, Protection & Mortgage services to over 1,000 clients. Web29. jan 2024 · Perspective takes over IFA Galloway Whitfield Consolidator Perspective Financial Group has acquired Newcastle-based independent financial advisory firm Galloway Whitfield (Life & Pensions). The deal adds £50m in assets to Perspective’s books along with more than £300,000 of annual turnover.
Perspective welcomes Hunter & Co (IFA) Ltd’s clients
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Perspective Financial Group makes its fourth acquisition of the …
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