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Portfolio - Perspective Financial Group Limited
Investment: Perspective Financial Group Limited
Deal Type: Acquisition and Development Capital
Activity: Independent Financial Advice and Discretionary Fund Management
Equity Investment: £10.8m
Investment Date: April 2008
In April 2008, mpe invested in Perspective Financial Group Limited. Headquartered in Manchester with a national network of offices, the Company is focused on the provision of independent financial advice to individuals and pension advice to corporate clients, together with discretionary fund management of private investment portfolios. The Company has in place plans to expand aggressively by way of acquisition and organic growth.
Since mpe’s investment, Perspective has made 22 acquisitions. The company is led by Paul Hogarth as Chief Executive, Damian Keeling as Managing Director, Phil Carr as Finance Director and Peter Craddock as Practice and Operations Director