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Perspective promotes Hepworth and Hesketh

by Jun Merrett on Feb 01, 2013 at 10:34

National IFA Perspective Financial Group has promoted Julie Hepworth and David Hesketh to its operational board.

Hepworth (pictured), formerly Perspective's group regulatory manager has become the group regulatory director and Hesketh, formerly group mergers and acquisitions manager has become group mergers and acquisitions director.

Both join the operational board which includes Perspective's managing director Damian Keeling, financial director Phil Carr, group operations director Peter Craddock and group practice director Ian Wilkinson.

Wilkinson has also had his role expanded and will chair the board of all Perspective's offices in the North, replacing Craddock who will continue to chair the board of Perspective's offices in the South.

Craddock said the promotions reflect the group's focus on mergers and acquisitions.

Perspective is looking to acquire up to 10 firms in 2013 and has three deals in the pipeline.

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IFA consolidator Perspective puts itself up for sale: Oct 22, 2012

"The group has hired KPMG to hold an auction for the group and expects to raise between £60 million and £80 million according to the . The paper also reported that the deadline for the first round of bids was last Friday",

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Dathan Steele

Feb 04, 2013 at 07:25

Acquire assets, fire 'em on a platform (say a seg version of Nucleus for example?!), then flog the lot to the highest bidder. All well and good, but not sure where this leaves TCF for customers and fairness for the PBI (Poor B****y Infantry- i.e. the individual FAs)

If someone wants your assets, make sure you know what you are getting into.

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