Wilkinson said there are productive results from working with universities including Northumbria, Lancaster, Leeds and Manchester to position financial planning as an professional career path for graduates of all degree disciplines.
“The combination of a structured training programme leading to Chartered level qualifications, and the option of developing a client or technical career depending on the individual’s skill set, is highly attractive,” he added.
“I am quite certain that Perspective’s best years still lie ahead and warmly welcome our latest acquisition and their team to the group.”
In October, Perspective bought Worthing-based Accord Financial Management Ltd and Rotherham-based RPG Financial Ltd in Rotherham, adding a total of £390mn assets under management.
Prior to that, it bought Buckinghamshire-based Prosperity (GB), Northumberland-based AYP Financial Planning and an undisclosed firm in north east England, adding £250mn in assets under management.
sonia.rach@ft.com
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